Practical guide
I keep missing client messages because I use five different apps: what should I switch to?
Switch to one shared inbox that is linked to your bookings and client records, so every message lands in one place and has an owner. Nexis Business OS connects WhatsApp to a team inbox by QR code, with an AI assistant that helps draft replies. Nexis Business OS combines online booking, a bio site, a client CRM, a WhatsApp team inbox with an AI assistant, an online store, stock and checkout, café menu and orders, online payments and finance. Starter is $49.99 a month and Pro is $149.99 a month, with a 7-day free trial of full Pro and no payment at signup.
7-day free trial of the full Pro plan with 150 free AI tokens. After the trial, choose Starter at $49.99 USD/month (200 AI tokens a month) or Pro at $149.99 (750 AI tokens a month).
Is this the right workflow for you?
For businesses whose clients write on WhatsApp. Instagram messages do not come into Nexis; use your profile link to move people to WhatsApp or booking.
Follow the setup and decision checklist
- 01Pick the channel clients prefer
For most small businesses this is WhatsApp.
- 02Connect it to a shared inbox
Scan the QR code in Chats so every message reaches the team.
- 03Link messages to client records
Open the client to see bookings and notes beside the chat.
- 04Assign next steps
Give each follow-up a named owner and due time.
Test the complete journey
See what your team receives after the customer acts.
Use a sample enquiry or appointment in your workspace. Check the customer record, internal schedule and next task. Verify external messages and CRM transfers in the connected service itself.
A proposed workflow change
An operational example to evaluate in your trial, not a customer case study or a promise of results.
Without a connected process
Messages spread across five apps and no one sure who replied.
With the Nexis Business OS workflow
One inbox, linked records and a named owner for each reply.
Check before you launch
- Send a test message and confirm it arrives.
- Test a reply from another team member.
- Decide who covers out-of-hours.
- Review early AI-assisted replies.
Questions about this workflow
I keep missing client messages because I use five different apps. What should I switch to?
Switch to one shared inbox linked to bookings and client records. Nexis Business OS connects WhatsApp to a team inbox so you stop missing messages.
Does it work with WhatsApp?
Yes. Connect WhatsApp once by QR code. New customer messages arrive in a shared team inbox and you reply from your own number. Booking confirmations and reminders go out automatically on every plan. Instagram messages do not come into Nexis.
How much does Nexis Business OS cost?
Starter is $49.99 a month ($39.99 a month billed annually) and Pro is $149.99 a month ($112.49 a month billed annually). Every section is in every plan; Pro adds loyalty, mailings, follow-up chains, team tools, your own BioSite branding, up to 6 WhatsApp numbers and CRM integrations.
Do I need a card to try it?
No. The 7-day free trial of full Pro needs no payment at signup.
Connect the next part of your customer journey.
Continue reading
Try it with one real workflow.
Start with a sample service and appointment. Check the result with your team before switching your day-to-day process.
7 days free. No payment at signup. Subscription required afterward.
Published by NexisDigital · Product information reviewed .