CRM for Spas & Wellness
Deliver personalized wellness experiences at scale
A spa CRM tracks client treatment history, therapist preferences, allergies, product sensitivities, and membership status. SchedulingKit includes CRM features inside the booking platform so spas manage scheduling and client relationships without juggling multiple tools.
Spas sell experiences, and personalization is the difference between a one-time visit and a lifetime client. A spa CRM records every treatment, therapist interaction, and product preference so your team can greet returning clients by name and pick up exactly where they left off. SchedulingKit combines appointment scheduling with client management — so the same system that handles bookings also maintains the relationship data your team needs to deliver exceptional service.
Client Management Challenges for Spas & Wellness Centers
Therapists relying on memory for client preferences and allergies
No way to track treatment history across multiple services
Membership and package tracking done in spreadsheets
High-value clients not identified or prioritized
Follow-up for treatment series left to manual effort
Client data scattered between booking system and paper intake forms
How SchedulingKit CRM Helps Spas & Wellness Centers
Complete treatment history attached to every client profile
Allergy and sensitivity flags visible before each appointment
Track memberships, packages, and remaining session credits
Identify top-spending clients for VIP treatment
Automated follow-ups after treatments for feedback and rebooking
Unified system for booking and client management
CRM Features for Spas & Wellness Centers
Treatment History
Full log of every service received, including therapist notes and products used.
Health & Allergy Flags
Surface critical client information (allergies, medical conditions) before appointments.
Membership Tracking
Track active memberships, remaining credits, and renewal dates.
Therapist Notes
Private post-session notes on pressure preferences, areas of focus, and recommendations.
Spending Analytics
View lifetime value, average spend, and service mix per client.
Automated Surveys
Send post-visit feedback requests to catch issues before they become complaints.
Popular CRM Use Cases for Spas & Wellness Centers
Also Included with SchedulingKit
Frequently Asked Questions
Can I track allergies and medical notes per client?
Yes. Each client profile includes fields for allergies, sensitivities, and medical notes. These are flagged and visible to therapists before each appointment so nothing is missed.
How do I manage memberships and packages?
SchedulingKit tracks package credits and membership status per client. When a member books, the system automatically deducts from their package balance.
Can therapists add private notes after sessions?
Yes. Therapists can add session notes — pressure preferences, areas worked on, product reactions — directly to the client profile after each visit.
Further Reading
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