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Med spas

Booked treatments and clients who return.

Clients book treatments with a deposit, get reminded, and come back for their next session.
  1. 1Lena calls while the team is with a client.
  2. 2She gets a text back in the spa's name a minute later.
  3. 3She asks about a treatment and is offered a free consultation.
  4. 4She takes Friday at 3 PM, and the visit is booked with a reminder.
sample

A sample day

Made-up names and times, real features.

  1. 8:15 AMAn Instagram message asking about a treatment gets an AI reply with times to book a consultation.
  2. 10:45 AMNora books a consultation online and pays a deposit to hold the slot.
  3. 1:30 PMNora fills in her intake form before the visit, and the answers go on her record.
  4. 5:00 PMAfter her treatment, Nora gets a review request by text.
  5. 6:30 PMClients due their next session get a reminder to book, set from the date of their last visit.

What we set up for you

Done by our team on Grow and Scale, free when you pay yearly.

Where we would start

The areas we set up first for a business like yours.

Good to know

  • This site makes no claim about handling health records. An optional add-on exists for practices that handle patient information, so talk it through with us before you store any.
  • The CRM handles bookings, messages, and payments. It is not a clinical records or charting system.

Guides for a business like yours

Plain, sourced advice on the problems this kind of business brings us most.

Read all guides

Let us set up your CRM.

Start the trial, or talk it through with the person who would build your account.

Prefer to talk now? Call +1 833-719-7466.

  • Setup, data moves, and training by our team, free on yearly
  • 14 days to try it on your own business
  • Usage rates published before you spend

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