Med spas & aesthetics — Automation for med spas and aesthetics practices
Med spas and aesthetics practices lose time to DMs, missed calls, consent forms and membership billing. We automate that routine work, while providers decide every treatment and answer every health question. 34 automations fit, each with an example and workflow written for med spas & aesthetics.
What med spas & aesthetics automate
Showing 34 use cases for med spas & aesthetics
- Calls & leadsPlanned for a clientAI receptionistWhen the front desk is busy, an AI assistant answers, books treatments and passes aftercare concerns to a provider.Med spas & aestheticsHow it works
- Calls & leadsPlanned for a clientMissed-call text-backWhen nobody can pick up, the caller gets a text with a booking link before they call the next spa or studio.Med spas & aestheticsHow it works
- Calls & leadsBuilt for a clientInstant lead responseInstagram, Google and website leads get a reply right away naming the treatment they asked about, with open times.Med spas & aestheticsHow it works
- Calls & leadsBuilt for a clientLead qualification & routingAsks new inquiries which treatment and when, then routes injectables, laser and skin leads to the right person.Med spas & aestheticsHow it works
- Calls & leadsLead nurture sequencesClients still deciding on a treatment get a short series on what to expect and aftercare, which stops when they reply.Med spas & aestheticsHow it works
- Calls & leadsIn build for a clientWebsite chat assistantAnswers questions about treatments, prices and downtime from your own pages, and books consults or first visits.Med spas & aestheticsHow it works
- Calls & leadsPlanned for a clientQuote follow-upClients who leave a consult with a treatment plan or package quote get follow-ups with a booking link.Med spas & aestheticsHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderBuilds a treatment plan quote with member and non-member prices, packages and financing, for the provider to send.Med spas & aestheticsHow it works
- SchedulingBuilt for a clientOnline self-bookingClients book treatments online from the real calendar, with deposits for long visits and consults required first.Med spas & aestheticsHow it works
- SchedulingAppointment remindersClients get reminders with prep notes and the cancellation policy, and confirm or reschedule with a reply.Med spas & aestheticsHow it works
- SchedulingWaitlist & cancellation fillWhen a client cancels, clients waiting for that provider get a text, and the first yes is booked with a deposit.Med spas & aestheticsHow it works
- SchedulingRecall remindersClients get a reminder when a repeat treatment or session is usually due, based on what they had, with a link to book.Med spas & aestheticsHow it works
- Intake & documentsBuilt for a clientDigital intake formsClients complete health questions and consents before the visit, and answers that rule out a treatment reach a provider.Med spas & aestheticsHow it works
- Customer communicationAI reply draftingDrafts replies to DMs, texts and emails about prices, packages and policies, for staff to check and send.Med spas & aestheticsHow it works
- Customer communicationReview requestsClients get a review link after checkout that never names their treatment, and new reviews are flagged for a reply.Med spas & aestheticsHow it works
- Customer communicationWin-back campaignsClients past their usual return time get a discreet message about rebooking, with any offer you choose.Med spas & aestheticsHow it works
- Customer communicationRenewal remindersMembers get a reminder before a membership or package ends, with their unused credits and a renewal link.Med spas & aestheticsHow it works
- Customer communicationAbandoned cart recoveryShoppers who leave a gift card, package or skincare order in the cart get a reminder that never names a treatment.Med spas & aestheticsHow it works
- Customer communicationMeeting notes & follow-upsTurns an injector consult into a plain summary of the plan, prices and next visit, for the provider to review and send.Med spas & aestheticsHow it works
- Billing & paymentsFailed payment recoveryDeclined membership payments get a card update link right away, and staff see unpaid members before their next visit.Med spas & aestheticsHow it works
- Billing & paymentsSupplier invoice processingReads toxin, filler and skincare invoices, matches them to orders and received stock, and drafts bills.Med spas & aestheticsHow it works
- Billing & paymentsBank and payment reconciliationMatches card payouts, financing payments and rewards credits to the day's sales, and flags what is short.Med spas & aestheticsHow it works
- Billing & paymentsInsurance eligibility and prior authorizationFor treatments you bill to insurance, coverage is checked before the visit, and cash-pay services are skipped.Med spas & aestheticsHow it works
- Billing & paymentsBooking deposits & no-show feesConsults and treatments hold the slot with a deposit or card on file, and the manager decides on any fee.Med spas & aestheticsHow it works
- Inventory & operationsBuilt for a clientInventory syncRetail sales and product used in treatments come off the same count, in person and online.Med spas & aestheticsHow it works
- Inventory & operationsBuilt for a clientApproval workflowsRoutes discounts, comped services and package refunds to the manager or owner, and records each decision.Med spas & aestheticsHow it works
- Inventory & operationsCompliance trackingTracks staff licenses, certifications, permits and insurance, and reminds the right person before anything lapses.Med spas & aestheticsHow it works
- Inventory & operationsRecurring task coordinationSends fridge temperature logs, laser checks and medical director chart reviews to the right person, and follows up.Med spas & aestheticsHow it works
- Team & HREmployee onboardingNew providers, estheticians and front desk hires get paperwork, booking logins and training set up before day one.Med spas & aestheticsHow it works
- Team & HRTimesheets & payroll prepPulls hours, commissions and tips from the booking software, flags problems and sends approved totals to payroll.Med spas & aestheticsHow it works
- Team & HRStaff schedulingDrafts provider and front desk schedules from availability and bookings, and offers open shifts to trained staff.Med spas & aestheticsHow it works
- Data & reportingBuilt for a clientSystem syncKeeps clients, memberships, sales and email choices in step between the booking system, email tool and accounting.Med spas & aestheticsHow it works
- Data & reportingAutomated reportingBookings, rebooking, retail and membership numbers arrive each week from the booking software, with a short note.Med spas & aestheticsHow it works
- Data & reportingData cleanup and alertsFinds duplicate clients, missing consents and before photos, and expiring packages, and alerts the right person.Med spas & aestheticsHow it works
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