← Back to Med Spas

CAB Solution Profile

Med Spas

Consultations, treatment plans, packages, memberships and follow-up often live across separate tools. CAB can connect them into one experience for your clients and your team.

01 · The friction

What's slowing the business down

A med spa's revenue depends on a journey — inquiry, consultation, plan, series of treatments, maintenance. When each step lives in a different place, leads go cold and clients fall off between sessions.

  • · Consultation forms arrive one way, bookings another.
  • · Package sessions are tracked manually.
  • · Treatment plans aren't connected to scheduling.
  • · Follow-ups after treatment depend on someone remembering.
  • · Membership billing and benefits are hard to reconcile.
  • · Leads from ads go cold before anyone calls back.

02 · What CAB builds

One connected system

  • Lead-to-consult flow

    New inquiries get a fast response and a path to book a consultation.

  • Digital intake

    Consultation forms and consents connected to the client's record.

  • Treatment plans

    Plans that turn into scheduled sessions and package balances.

  • Packages & memberships

    Session balances and member benefits that update automatically.

  • Post-care follow-up

    Aftercare instructions and check-ins timed to each treatment.

  • Client portal

    Clients see their plan, remaining sessions and next appointment.

03 · Before → After

How the work changes

Before CAB

  1. Ad leads wait until someone has time to call.
  2. Package balances are tracked in a spreadsheet.
  3. Clients drift after their series ends.

With CAB

  1. Lead arrives from ad or site (Software)
  2. Instant response & booking link (Automation)
  3. Intake & consents completed (Software)
  4. Provider builds treatment plan (Human approval)
  5. Package sold & sessions scheduled (Software)
  6. Aftercare sent (Automation)
  7. Maintenance timing suggested (AI)
  8. Front desk reviews outreach (Human approval)

You stay in control: Staff decide who gets personal outreach. · Managers can adjust balances with a recorded reason. · Providers decide what each client is recommended.

04 · The plan

Start small, then expand

  1. First move: Lead-to-consult flow
  2. Client journey from inquiry to maintenance
  3. Consultation and consent forms
  4. Packages, memberships and session rules
  5. Clinical system and payment connections
  6. Follow-up timing per treatment type

Starting project range: $5,000–$20,000+

Possible improvements, not guaranteed results. Final scope and price are set in your Blueprint.