Enquiry to consult to treatment plan to rebook
CRM for med spas and cosmetic clinics
Every enquiry followed up within minutes, consultations that end in a treatment plan and quote, photos stored safely, and rebooking reminders timed to each treatment.
Home / Industries / CRM for med spas and cosmetic clinics
Live demo, try it now
CareLoop: the med spas and cosmetic clinics edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. CareLoop carries recalls generated from every treatment and today's book, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the med spas and cosmetic clinics demo on its own page.
Who this is for
Built for med spas and cosmetic clinics
Med spas, aesthetic and cosmetic clinics and plastic surgery practices with 2 to 30 practitioners, spending heavily on advertising and losing enquiries to slow replies and consultations that never become booked treatments.
Enquiries answered in minutes
Leads from ads, the website and Instagram get an instant reply with consultation times, and coordinators see a queue sorted by source and time waiting.
Consultations that become plans
After the consult the patient receives a written plan with price and financing options, and the coordinator follows up on day two and day seven.
Rebooking timed to the treatment
Injectables, peels and laser sessions carry their interval, and patients get a rebooking reminder at the right time, not a generic newsletter.
Plastic surgery CRM pipelines
Surgical enquiries follow a longer path: consult, quote, deposit, pre op, surgery and post op checks, each with tasks and documents.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- New enquiry
- Consultation booked
- Consulted, plan sent
- Treatment booked
- Treated
- Rebook due
- Member
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Your clinical or booking system
- Stripe or financing providers
- SMS
- Mailchimp or Klaviyo
- Google Business Profile review link
- Meta and Google lead forms
Questions we get asked
What does a med spa CRM cost?
A med spa or cosmetic clinic CRM with enquiry follow up, consultations, treatment plans and quotes, photo storage, memberships, rebooking reminders and reviews usually costs 7,900 to 12,900 US dollars as a fixed price, delivered in five to eight weeks. A lead and consultation tracker starts at 4,900, with no per practitioner fees.
Does it work for plastic surgery practices?
Yes. A plastic surgery CRM needs a longer pipeline than a med spa: enquiry, consultation, quote, deposit, pre operative steps, surgery and post operative checks. Each stage carries its tasks and documents, coordinators see which patients are stalled, and reports show conversion by procedure, surgeon and lead source.
Where are clinical notes and photos stored?
Clinical notes stay in your clinical or practice management system. The CRM holds the commercial record: enquiries, plans, bookings and memberships. Before and after photos can be stored privately with consent recorded, visible only to roles you allow, on hosting you own in your own region.
Can it run memberships and packages?
Yes. Memberships carry a monthly fee, treatment credits and a renewal date, and packages carry a number of sessions used and remaining. Failed payments create a task, credits are reduced when a treatment is booked, and members can be offered priority booking or member pricing automatically.
Tell us how your med spas and cosmetic clinics business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.