Treatment interest
Capture the service category, goals in the caller's words, preferred timing, and consultation request without assessing suitability.
Med spa CRM
CRM and Appointment Intake for Med Spas
Revenue Sol can help med spas organize service-interest inquiries, consultation requests, scheduling, approved reminders, payment links, and post-visit follow-up. It does not assess candidacy, provide medical advice, discuss treatment risk, or replace clinical records. Licensed staff must handle medical, consent, contraindication, and outcome questions.
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Supported connections
QuickBooks OnlineStripeTwilioRingCentralRetell AIGoogleMetaSendGridWebsite Widget
Availability and setup requirements vary by plan and provider account.
Calls and inquiries
What med spas managing consultation and appointment inquiries need to capture
Start with the customer's actual request, preserve context, and route decisions that require staff expertise.
Pricing or package question
Share only current approved public information and route individualized treatment or package recommendations to staff.
Post-treatment concern
Do not answer clinically. Transfer or escalate immediately according to the med spa's approved patient instructions.
Intake
Information to collect before the handoff
- Caller and callback details
- General service interest
- New or returning client
- Consultation preference
- Preferred location and time
- Request for licensed-staff callback
Relevant features
The Revenue Sol tools used in this workflow
- Consultation lead pipeline
- Appointment scheduling
- SMS and email reminders
- Approved campaign follow-up
- Payment links
- Review request workflow
Example workflow
From first med spa inquiry to a closed customer record
1
Capture the inquiry
Record service interest and scheduling preferences without evaluating medical suitability.
2
Book a consultation
Offer only approved consultation types and available times.
3
Send approved reminders
Use configured confirmation, reminder, and preparation copy reviewed by the business.
4
Handoff and follow up
Route clinical questions to licensed staff and use approved post-visit and review workflows.
Human handoff
Cases automation should not decide
- Candidacy, contraindications, risks, side effects, or expected outcomes
- Post-treatment symptoms or adverse events
- Medication, pregnancy, or health-history questions
- Consent, refunds, complaints, or individualized treatment plans
Setup requirements
What your team must configure
- Approved service catalog and public pricing
- Consultation types
- Licensed-staff escalation paths
- Calendar availability
- Approved reminder and follow-up copy
- Privacy and consent review by the business
Verified pricing
Core CRM starts at $99/month
The AI Employee and AI receptionist begin on Professional at $199/month. Growth is $399/month. Annual billing and current limits are listed on the pricing page. Facts last verified September 4, 2026.
FAQ
Frequently asked questions
No. It can capture interest and book a consultation, but treatment recommendations and suitability decisions require appropriately licensed staff.
No. Configure immediate escalation to the med spa's licensed staff and approved emergency instructions.
No. Each med spa must perform its own legal, privacy, security, and vendor-contract review for its specific data and workflow.
Campaigns are available on Professional and higher plans. Current plan details and limits are listed on the pricing page.
Keep exploring
Map Revenue Sol to your med spa workflow
Use the live demo to review intake, routing, booking, follow-up, billing, and human handoff before choosing a plan.