| 01Online Booking & Treatment Scheduling |
Lets clients or staff schedule consultations and aesthetic treatments based on provider, room, equipment, service duration, and availability. |
Select Treatment / Consultation→
Choose Provider & Time→
Reserve Required Resources→
Confirm Appointment
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Provider, room, device, and treatment-resource scheduling
Service duration, buffer time, deposit, and cancellation rules
Online booking, waitlists, recurring visits, and multi-location calendars
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| 02Client Profiles & Medical History |
Maintains client demographics, allergies, medications, medical history, aesthetic concerns, previous treatments, preferences, and contraindications. |
Create Client Profile→
Capture Medical & Aesthetic History→
Review before Treatment→
Update after Each Visit
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Custom medical history and aesthetic consultation fields
Allergy, medication, pregnancy, and contraindication alerts
Longitudinal treatment, purchase, and communication history
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| 03Digital Intake, Consent & Treatment Forms |
Collects intake questionnaires, informed consent, treatment acknowledgments, signatures, and other documentation before procedures are performed. |
Assign Required Forms→
Client Completes Digitally→
Review & Sign→
Store with Client Record
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Custom intake, consent, waiver, and procedure-specific forms
Electronic signatures, timestamps, and form version history
Automatic form assignment by treatment or appointment type
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| 04Treatment Charting & Clinical Documentation |
Records treatment areas, products or devices used, dosages, settings, injection details, provider notes, outcomes, and follow-up recommendations. |
Open Treatment Encounter→
Document Procedure Details→
Record Products / Settings→
Save Treatment History
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Procedure-specific charting templates and body diagrams
Dose, lot, device setting, site, and provider documentation
Secure amendments, signatures, and audit history
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| 05Before-and-After Photo Management |
Captures and organizes standardized treatment photos so providers and clients can compare appearance across consultations, procedures, and follow-up visits. |
Capture Baseline Photos→
Tag Treatment Area & Date→
Add Follow-Up Photos→
Compare Progress
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Secure photo capture and client-record storage
Side-by-side comparison and standardized image organization
Separate consent controls for clinical and marketing photo use
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| 06Packages, Memberships & Treatment Plans |
Manages prepaid packages, recurring memberships, treatment series, credits, discounts, and benefit usage across multiple services. |
Create Package / Membership→
Define Services & Benefits→
Enroll Client→
Track Usage & Renewal
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Recurring memberships, prepaid series, credits, and service bundles
Expiration, rollover, redemption, and usage rules
Automatic renewals, upgrades, freezes, and cancellations
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| 07POS, Payments & Client Checkout |
Processes treatment charges, retail products, memberships, deposits, gratuities, gift cards, financing, and other client payments through a unified checkout workflow. |
Add Services & Products→
Apply Package / Discount / Credit→
Collect Payment→
Issue Receipt & Update Account
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Integrated POS and required card or digital payment methods
Deposits, tips, split payments, gift cards, refunds, and financing
Stored payment methods and recurring membership billing
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| 08Aesthetic Inventory & Product Tracking |
Tracks injectables, skincare products, medications, treatment supplies, and retail inventory by quantity, location, lot, and expiration date. |
Receive Product / Supply→
Record Lot & Expiration→
Use / Sell during Treatment→
Update Stock & Reorder
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Lot, batch, expiration, and location-level inventory tracking
Automatic deduction from treatments and retail sales
Low-stock, expiring-product, and reorder alerts
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| 09Client Communication, Recall & Marketing |
Sends appointment reminders, post-treatment instructions, follow-ups, recall messages, promotions, and targeted communications based on client history. |
Trigger Appointment / Treatment Event→
Select Client Segment / Message→
Send Email / SMS / App Notice→
Track Response & Rebooking
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Automated reminders, follow-ups, recalls, and aftercare messages
Segmentation by treatment, spending, membership, or visit history
Consent, opt-out, campaign, and communication-history controls
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| 10Medical Spa Analytics & Integrations |
Tracks revenue, bookings, treatment demand, provider performance, memberships, inventory, and client retention while connecting the spa with clinical and business systems. |
Aggregate Med Spa Data→
Analyze Clinical & Business KPIs→
Connect External Systems→
Improve Practice Performance
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Revenue, rebooking, retention, provider, service, and membership reports
Payment, accounting, marketing, EHR, payroll, and device integrations
APIs, exports, role-based dashboards, and multi-location reporting
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