Say when to use it.
One sentence: "Use when someone wants to book three or more people."
A wedding party of 5 wants Saturday morning.
I'll use your Group bookings playbook. 9:00 to 11:30 is open back to back. Want me to text Marcus the times?
Playbooks
Explain it once. kaylin follows it every time.
A playbook is a set of steps kaylin follows when a request matches, like how to write a follow-up or what to send a new customer.
Write it like you'd train a new hire
A name, when to use it, and the steps.
Write the steps.
The way you'd explain them to someone new, in order.
What do we ask new clients?
Your New client welcome playbook says: their name, the cut they want, and how they heard about us.
kaylin follows them.
Ask in chat to handle a group booking, and kaylin works through your steps.
Text Marcus the Saturday times.
Sent, following your playbook: 9:00 to 11:30 for 5 people.
On calls and texts too.
Turn on Use on calls and texts, and kaylin follows a team playbook when customers call or text.
Did anyone call about a group booking?
Marcus did, for 5 people on Saturday. I followed your Group bookings playbook and took the details for you.
In your autopilots too.
Autopilots follow your playbooks when their work matches.
Autopilot ran
Post-call follow-up
I followed your Follow-up texts playbook and sent 2 thank-you texts.
Yours, the team's, or built in.
Keep a playbook to yourself, share it with the team, or start from the ones that come with kaylin.
Which playbooks come with kaylin?
Daily brief, Call recap, Follow-up draft and Remember this. Your own are listed under Playbooks.
kaylin
Fade & Co.
A wedding party of 5 wants Saturday morning.
Ask kaylin…
Facts and steps, side by side
What kaylin knows is the facts. Hours, prices and policies.
Playbooks are the steps. How your shop gets a job done.
Point kaylin at one. Type @ in chat to use exactly that playbook.
You choose who edits. Decide who can change the team's playbooks.
The list goes on
- Group bookings
- New client welcome
- Follow-up texts
- Price quotes
- Rescheduling
- Complaints
- No-shows
- Daily brief
- Call recap
- Supplier orders
Questions
What's the difference between a playbook and what kaylin knows?
What kaylin knows is facts, like your hours and prices. A playbook is steps, like how to handle a group booking.
Do playbooks come ready-made?
A few come with kaylin, like the daily brief and the call recap. Write your own for the rest.
Who can change the team's playbooks?
You choose, in your workspace settings.
Does kaylin use playbooks on calls?
Yes, the team playbooks you turn on for calls and texts. They're off until you turn them on.
