Smart CRM for med spas
Turn Treatment Inquiries Into
Booked Consultations.
Manage inquiries, consultations and follow-up while keeping the experience personal for every client.
Never let a glow-up inquiry go cold!
Interested in HydraFacial
New Lead- Instant SMS reply
- Consultation times offered
- Smart reminders
Tomorrow, 11:00 AM
ConfirmedHi Jessica! It has been 6 weeks since your last facial. Ready to book?
Send OfferSound familiar?
Treatment interest is high, but the follow-up is where most clinics lose bookings.
Treatment inquiries
Visitors ask about specific treatments across pages, ads and DMs.
Consultations to book
Consultations need an easy, always-open booking path.
Appointment changes
Changes and cancellations need clear, timely communication.
Follow-up
Clients expect a personal follow-up after every visit.
Meet the bots behind your front desk
Approved, on-brand automation that answers fast and hands off to your team when it matters.
AI Receptionist
Answers calls and chats, shares approved treatment info and routes clinical questions to qualified staff.
Booking Bot
Offers consultation times, confirms by text or email and sends reminders to cut no-shows.
Rebooking Bot
Re-engages eligible clients with timely rebooking, retention and review requests.
A typical consultation journey
From first inquiry to a returning client.
Treatment inquiry
A visitor asks about a treatment on a dedicated page.
Consultation
They request or book a consultation.
Confirmed
Confirmations and reminders go out.
Follow-up
A follow-up sequence runs after the consultation.
Rebooking
Eligible clients get rebooking and retention messages.
Review
Feedback and review requests follow.
Everything set up for you
Scoped around your treatments, locations and booking goals.
- Avoid collecting unnecessary health or treatment details through general marketing forms.
- Medical suitability and treatment advice must be handled by qualified professionals.
- Privacy requirements must be reviewed before configuring any data collection.
Frequently Asked Questions
Can each treatment have its own funnel?
Yes. Separate pages and forms can be created where they support your marketing and booking journey.
Can the system give medical advice?
No. Automated conversations should only share approved general information and route clinical questions to qualified staff.
Can the AI bots book consultations?
Yes. A booking bot can offer open consultation times, confirm the booking and send reminders, with a clear handoff to your team.
Will clients still get a personal touch?
Yes. Automation handles the repetitive follow-up so your team can spend time on the conversations that need a person.
Tell us how you manage leads today.
We'll show you where CRM, automation and follow-up could make the biggest difference.
