Get started with Leona Same-Day

1. Install and open the app

Install Leona Same-Day, then open its tab on the Staff Booking & Services Portal page in your CRM menu.

Where it opens: this app needs the free Staff Booking & Services Portal app. Install the Portal first: this app’s settings open as a tab on the Portal page in your CRM menu.

Inside, the menu includes Home, Same-day, Settings, Widgets, What’s installed and Get help.

Price: $9 per month or $90 per year, or $216 once for a lifetime licence. Every plan starts with a 14-day free trial.

2. Choose who takes same-day visits

In Settings, your whole team is in by default. Switch off anyone who should not be offered a visit today.

Shown and Bookable are shared with your other Leona apps. Same-day is this app’s own switch. Someone hidden or not bookable across your account is never offered, and neither is someone marked as away or no longer on the team.

3. Each person’s link, built for you

Each person’s booking link is built from your booking settings: your booking page address and that person’s own booking address (Custom URL) in your CRM. There is nothing to type.

Each link is opened and checked before you see it: it says Opens or Not reachable. If someone has no booking address yet, or you want another link for one person, open Use a different link and paste it.

You also get one Everybody free today link, to paste in a message or a post. It always opens your Leona page (or, without Leona Booking, your free-today page) with everyone free today.

Where the links open

• Without Leona Booking: each link opens your usual booking page.
• With Leona Booking: links open your Leona booking page on today, with that person already chosen. You can switch them back to your usual booking page (Same-day ▸ Your links ▸ Links open).
• Usual page chosen, but a person has no link in your CRM (or their Custom URL belongs to someone else): their link opens your Leona page until you fix it. Home and Settings name each of them and say why.

4. Put it on your site

In Widgets (and on the Same-day screen), each widget has its link and its iframe, one per language.

• Free today — team cards — each person’s photo, their first free time today and their own link.
• Free today — a list of who still has an opening today.
• Same-day pop-up — a small card when someone is free today. It never shows when nobody is free, and stays closed for the rest of the visit once the visitor closes it.
• Offer bar — a bar at the top of your site with your same-day coupon. It hides itself when the coupon is no longer valid.

Openings are read again every few minutes. A cancellation shows by itself.

How much notice you need

Today’s openings follow the minimum notice set on each of your services in your CRM. The Same-day screen shows it, with a link to change it in your CRM.

To use a different notice for same-day only, switch on Override my CRM for same-day in Settings and type the hours.

Today’s openings, sent to you

On the Same-day screen, Today’s openings, sent to you sends you today’s openings when you press Send it now, as a task in your CRM or by e-mail (once a day). Nothing is sent by itself. It is sent through Leona Booking (or Leona Voice AI) installed on the same account, and the card says which. With Leona Same-Day alone, the card says Needs Leona Booking and nothing is sent.

Home, checks and what’s installed

Home shows who is free today, the open times today and the clicks on your links. Its Get started card lists every check on your account, each with a button to fix it; when they all pass, it says All set.

The install adds a same-day coupon (Leona · booking · 02 same day), a tag (Leona · booking · 03 same day), two contact fields (Coupon, Coupon expiry), a booking url field on each team member’s record, and the connection values Leona · MCP · 01 connection and Business · mcp · 01 connection. What’s installed shows them all.

Uninstalling ends your subscription and removes:

• the same-day coupon and tag, unless Leona Booking still uses them;
• the connection values, when it is the last Leona app (Leona · MCP · 01 connection) or the last ClaudiaFix app (Business · mcp · 01 connection) on your account.

Kept: the Coupon and Coupon expiry contact fields and the booking url field (they hold your clients’ and your team’s data; the booking url field stays while another ClaudiaFix app is installed), your contacts, conversations and team logins. When the last ClaudiaFix app leaves your account, the team-member records Leona created, their fields and their folder are removed too, after a backup copy is saved; installing again puts them back.

Before you uninstall, choose Save my data or Delete our data, then uninstall the app from your CRM’s app marketplace (Installed apps).

Help

Write to support@claudiafix.ai — we reply within 24 h. Support is by e-mail only.

You can also open Get help at the bottom of the app’s menu and write what went wrong. Your account, the app and the page you were on come with your message.