CRM for Med Spas
Track treatment plans, client preferences, and medical history in one system
A med spa CRM tracks client treatment history, medical screening data, product preferences, provider assignments, and payment records. SchedulingKit includes CRM alongside online booking, automated reminders, and payment processing — built for med spas that need clinical documentation with luxury client management.
Med spas blend clinical precision with luxury service. Your CRM needs to do the same — tracking Botox units per zone, filler preferences, laser settings, and medical contraindications alongside appointment history and spending patterns. SchedulingKit combines scheduling with built-in client management so every provider knows the patient's full aesthetic history before they walk in.
Client Management Challenges for Med Spas
Treatment history scattered across paper charts, EMRs, and booking systems
No centralized view of injection units, settings, and products used per client
Difficulty tracking which clients are due for maintenance treatments
Medical screening responses not linked to client booking profiles
Provider notes from consultations not accessible to the full clinical team
No way to identify top-spending VIP clients for priority booking
How SchedulingKit CRM Helps Med Spas
Complete treatment history with units, settings, and products per visit
Medical screening data linked directly to the client profile
Automated maintenance reminders based on treatment schedules
Provider notes visible to the full clinical team before appointments
VIP client identification based on lifetime spend and visit frequency
Before-and-after photo references attached to treatment records
CRM Features for Med Spas
Treatment Records
Log units, products, settings, and zones for every treatment. Full history visible per client.
Medical Screening
Store medical history, allergies, medications, and contraindications linked to each client profile.
Provider Notes
Add clinical notes, treatment plans, and consultation summaries visible to the team.
Maintenance Tracking
Track treatment intervals and send reminders when clients are due for follow-up treatments.
Spend Analytics
See lifetime spend, average ticket, and treatment preferences per client.
Photo Documentation
Attach before-and-after photos to treatment records for progress tracking.
Popular CRM Use Cases for Med Spas
“We used to dig through charts before every appointment. Now every provider can see the client's full treatment history, medical notes, and preferences in seconds.”
SchedulingKit User
Med Spa Director
Also Included with SchedulingKit
Frequently Asked Questions
Can I track Botox units and filler products per client?
Yes. Log the exact units, product type, injection zones, and provider for every treatment. The full treatment history is visible on the client profile before each appointment.
Does SchedulingKit store medical screening data?
Yes. Client profiles include fields for medical history, allergies, medications, and contraindications. Screening responses are linked to the profile so providers can review them before treatments.
Can I identify clients who are due for maintenance treatments?
Yes. Based on treatment intervals you configure, SchedulingKit flags clients who are due for their next Botox, filler, or laser session. Send automated reminders to bring them back on schedule.
Can different providers see the same client's treatment history?
Yes. All provider notes, treatment records, and medical data are shared across your clinical team. Every provider sees the full picture before treating a client.
Further Reading
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