Med Spa & Aesthetics use case
Med Spa Engagement Engine
We run a voice-first revenue layer for medical aesthetics clinics that lives between the booking platform and the books. It automates recall, no-show recovery, and after-care without replacing what already works, built around the rhythm of injectables, laser series, and skin treatments.
What we heard
The problem
The patterns we hear before a build starts. Each one is a place revenue leaks while the team works around it by hand.
After-hours inquiries hit voicemail and the lead books somewhere else by morning
No recovery sequence runs when a client misses an injectable or laser appointment
Recall windows for each protocol live in the owner's head, not in an automated nudge
The booking platform holds the appointment and the accounting tool holds the invoice, so lifetime value means jumping screens
Retail catalog and treatment menu sit in silos, so after-care product never gets cross-promoted
First-treatment clients need a consult-first flow, but no one can see who is mid-consult, booked, or lapsed
What we build and run
The solution
The engine we stand up and then operate. Everything below shares one customer record, so the whole business reads from one truth.
A 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 sequences sent per service
Automated no-show recovery with an empathetic message, a rebook link, and a timed follow-up
A consult-to-retained pipeline so every prospect has a visible stage
A unified booking-and-accounting view showing lifetime value, receivables aging, and average ticket
A web chat widget on the clinic site sharing the same agent persona as the phone
An AI CoPilot surfacing at-risk clients and the next-best-action
Bilingual capability with neural voice
Call-forwarding setup so the published number never changes
Open stack
Integrations
These are capabilities the engine runs. If your stack uses a different tool in the same category, we scope it during discovery.
Aesthetics booking sync
Scheduling
How it meets your stack:Reads and writes the booking platform your front desk already runs
Cloud accounting sync
Money rails
How it meets your stack:Pulls invoices and revenue from the ledger you already keep
Carrier call-forwarding
Telephony
How it meets your stack:Routes your published line through the agent with no number change, or moves onto a managed number
Business messaging
Communications
How it meets your stack:Sends recall, recovery, and after-care text from your clinic line
Conversational voice AI
AI operations
How it meets your stack:Answers and books on the line clients already call
Do not see your tool? We scope custom integrations during discovery. If your platform has an API or webhook layer, we can connect it.
How we deliver
Phased rollout
We ship in phases, not in one risky drop. Timing is tailored to your scope and tooling, and we confirm it in the discovery call.
Foundation & Accounting Connect
Booking Sync & Voice Agent Launch
Automations & Optimization
Why it works
Outcomes
What the engine delivers once it is running. No fabricated stats, just the work that stops being manual.
After-hours and overflow calls recovered that today become voicemail and lost bookings
No-show slots refilled automatically instead of staying empty
Repeat revenue driven on each treatment's natural cadence
Treatment-level lifetime value visible in one view, with no spreadsheet reconciliation
After-care guidance firing at the right hour per treatment, reducing complications and complaints
Want something built and run like this?
Every build is scoped to your stack, your processes, and your team. Book a discovery call and we will map exactly how we would build and run it for your business.
Built in Canada. Every engagement scoped to your business.
One platform for the work you
keep paying six tools to do.
Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.
Built in Canada. Every engagement scoped to your business.