Med Spa Engagement Engine
A voice-first CRM layer for medical aesthetics clinics that lives between the booking platform and the books, automating recall, no-show recovery, and after-care without replacing what already works. Built around the rhythm of injectables, laser series, and skin treatments.
The Problem
After-hours inquiries hit voicemail and leads book elsewhere by morning
No automated recovery sequence when a client misses an injectable or laser appointment
Recall windows (neuromodulator, filler, IPL series) live in the owner's head, not in automated nudges
Booking platform holds the appointment, accounting tool holds the invoice; reconciling lifetime value means jumping screens
Retail catalog and treatment menu live in silos so after-care product never gets cross-promoted
First-treatment clients need a consult-first flow but there is no pipeline view of who is mid-consult, booked, or lapsed
The Solution
Voice agent that reads the booking calendar live and writes new appointments back into it
Treatment-specific recall campaigns tuned to each protocol's interval
Post-treatment after-care drip sequences per service
Automated no-show recovery (empathetic SMS, rebook link, follow-up at 48 hours)
Consult-to-retained Kanban pipeline
Unified booking + accounting dashboard with lifetime value, AR aging, average ticket
Web chat widget on the clinic site sharing the same agent persona as the phone
AI CoPilot surfacing at-risk clients and next-best-action
Bilingual capability with neural voice synthesis
Carrier conditional-forwarding so the published number stays the same
Integrations
These are systems we have already integrated. If your stack uses a different tool in the same category, we scope it during discovery.
Or comparable:Boulevard, Aesthetics Pro, Mindbody
Or comparable:Xero, Sage
Or comparable:Telus, Rogers, Twilio-managed numbers
Or comparable:Bandwidth, Plivo
Or comparable:Vapi, Bland
Don't see your tool? We can scope custom integrations during discovery. If your platform has an API or webhook layer, we can connect it.
Phased Rollout
Timing is tailored to your scope and tooling. We confirm duration in the discovery call.
Foundation & Accounting Connect
Booking Sync & Voice Agent Launch
Automations & Optimization
Outcomes
Recover after-hours and overflow calls that today become voicemail and lost bookings
Refill no-show slots automatically rather than letting them stay empty
Drive repeat revenue on a per-treatment cadence (90-day neuromodulator, 6-month filler, series spacing)
Treatment-level lifetime value visible in a single dashboard with no spreadsheet reconciliation
After-care guidance fires at the right hour per treatment, reducing complications and complaints
