Consult-to-procedure tracking
Tag every consult with the procedure it leads to. Automated follow-up if a consult doesn't convert within 14 days.
Convert consults into procedures. Collect deposits on $400+ services. Automate Botox and filler rebook windows. HIPAA-conscious by default.
Built around the consult-to-procedure funnel, the deposit policies that protect $800+ slots, and the rebook windows that drive recurring revenue.
Tag every consult with the procedure it leads to. Automated follow-up if a consult doesn't convert within 14 days.
Set a deposit per service — $200 on Botox, $500 on filler, $1k on coolsculpting. Cards saved for the no-show policy.
Clients pick their injector (or any available). Filter by certification, specialty, and the specific products they're trained on.
Confirmation and reminder SMS templates strip clinical detail by default. Configure what shows up in client-facing messages.
Track Botox cycles, filler refresh windows, and laser series. Auto-nudge clients 2 weeks before they're due.
Optional photo upload on the booking form so injectors prep before the client walks in.
A booked consult is worth nothing until the client comes back for the actual treatment. Med spas that hit 50%+ consult-to-procedure conversion are running on systems — automated follow-up, deposits that lock in commitment, and rebook reminders timed to the biology of each treatment. Spas that don't are leaving $1,000+ per consult on the table.
Servegalo's consult-to-procedure tracking tags every initial consultation with the procedure it was for, then fires automated SMS follow-up if the client doesn't rebook within 14 days. Deposits on high-ticket services (Botox, fillers, laser packages) run through Stripe, and the AI receptionist handles pricing questions and scheduling after hours — the time of day when most med spa inquiries come in.
Migrating from Mindbody, Boulevard, or Vagaro? CSV import maps clients, services, and treatment history in minutes. See the migration guide.
Servegalo is built HIPAA-conscious by default — SMS reminders strip clinical detail, client records are encrypted at rest, and audit logs track every staff access. For full HIPAA BAA coverage, contact us about the Pro plan.
Yes. Set a deposit amount per service — $200 for Botox, $500 for filler syringes, or a percentage of total. Stripe processes the deposit at booking; the card is saved for your no-show policy.
Each service can have its own rebook window. Botox is typically 3-4 months, lip filler 6-9 months, laser hair removal 4-6 weeks. Clients get an automated SMS at the right interval — no manual chasing.
Yes. Each injector has their own calendar, service list, and pricing if needed. Master injectors can charge more per syringe than apprentice injectors, and the booking flow routes clients accordingly.
Yes. Servegalo handles online booking, consult-to-procedure tracking, deposits, HIPAA-aware SMS, CRM, and reporting — the full feature set a med spa needs. CSV import from Mindbody, Boulevard, Vagaro, and Square Appointments is built in.
A 20-minute demo with a test widget for your practice — consult booking, deposit flow, injector routing, and rebook automation.