Case Study

TaSama: From Instagram DMs to Automated Booking Platform

How we built a complete digital infrastructure for a beauty salon in Kendal, Lake District.

TaSama salon homepage — professional skin therapy booking platform

3-step booking CRM with 5 stages UTM attribution Telegram notifications Gift cards PWA (works offline) 24h AI reminders Client reactivation Seasonal campaigns

The Challenge

Salon relying on Instagram DMs and WhatsApp for bookings

No booking system. Schedule managed manually.

No way to track which marketing brings clients

Needed professional online presence for local SEO

Smart Booking System

3-step flow: Service → Date/Time → Details. Real-time availability with conflict detection.

Salon booking flow — treatment selection with prices and duration

Client Relationship Management (CRM)

5-stage lifecycle: New → Contacted → Confirmed → Visited → Repeat. Client history, notes, deduplication.

TaSama CRM — client pipeline with 5-stage lifecycle management

Marketing Attribution & Revenue Analytics

Every booking carries full UTM context — campaign, source, medium, and landing page. The admin dashboard links each paying client back to the exact Instagram post or ad that brought them in, making CAC and ROAS measurable for the first time. Revenue reports break down by service, date range, and channel. Expense tracking against income gives a real operating margin — not an estimate.

UTM parameters attached to every booking link — Instagram, Google, referrals

Revenue by service, period and channel — daily, weekly, monthly views

CAC and ROAS calculated automatically from booking and ad spend data

Expense tracking with categories — materials, rent, marketing, other

Operating margin dashboard — income vs costs at a glance

Instant Notifications

Telegram bot alerts on new bookings. WhatsApp and email confirmations to clients. Automated confirmation flow.

Mobile booking experience with push notification support

Gift Card System

Stripe integration for online payments. Unique codes, balance tracking, 3-month validity.

Gift card purchase page — select treatment, pay with Stripe, valid 3 months

AI Feature

AI Appointment Reminders

Telegram bot sends a personalised reminder 24h before the appointment. Client replies once to link their Telegram — all future reminders are automatic. Master sees delivery status per booking.

AI Feature

AI Client Reactivation

CRM panel shows all clients inactive for 60+ days sorted by last visit. One click generates a personalised "we miss you" message via Gemini AI — sent via WhatsApp and email. Master notified in Telegram.

TaSama CRM — inactive client panel with AI reactivation

AI Feature

AI Seasonal Campaigns

Master picks a theme (Spring renewal, New treatment launch…), selects the audience segment and channel, then Gemini AI writes a personalised message for every client — sent in one click via WhatsApp or email. Full delivery summary in Telegram.

Seasonal campaign panel — theme, segment and AI-generated personalised messages

Tech Stack

Firebase Firestore Cloud Functions Stripe Telegram Bot API PWA Service Worker Google Analytics Structured Data / SEO Gemini AI WhatsApp Business API

AI Roadmap

Next phase: AI capabilities being integrated into the platform:

AI Booking Assistant that answers client inquiries 24/7 via Instagram DM and WhatsApp

Results

Production-ready platform serving real clients in Kendal, Lake District.

Automated booking replacing manual DMs

Complete client lifecycle visibility

Marketing ROI tracking for every campaign

Professional online presence (SEO, structured data)

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