CRM for Med Spa

Med Spa Software That Turns Treatments Into Treatment Plans

One-off treatments do not build a med spa business. Smarfle keeps clients on protocol, follow-ups automated, and package revenue flowing.

Start Free Trial7 days free · No credit card
Smarfle CRM - Med Spa Dashboard
Active Protocols

29

Today's Treatments

8

Collected This Month

$22,400

Package Renewals Due

5

Recent Jobs

Jessica Blake

Laser Hair Removal (Session 4/6)

Completed

Natalie Reed

Botox Touch-Up

In Progress

Amanda Torres

Chemical Peel Consultation

Scheduled

Catherine Liu

Microneedling (Session 2/4)

Confirmed

Sound familiar?

Clients Buy One Treatment and Disappear

A client comes in for Botox or a chemical peel and never books the follow-up that completes the protocol. Without automated reminders and visible treatment plans, you rely on the client to remember. They usually do not.

Consent and Pre-Treatment Tracking Is Manual

Every treatment requires consent documentation and pre-treatment instructions. When this process is managed through paper forms and verbal reminders, steps get missed, clients arrive unprepared, and your liability exposure grows.

Package Revenue Is Hard to Track Accurately

Clients purchase multi-treatment packages, but tracking which sessions are used and which remain happens on paper or in a basic spreadsheet. Errors lead to disputes, freebies, and revenue you cannot account for.

Built for med spa businesses

Not a generic CRM. Every feature is tailored to how med spa companies actually work.

Treatment Protocol Scheduling

Create multi-session treatment plans with recommended intervals. Schedule the full series and Smarfle tracks completed versus remaining treatments per client.

Automated SMS Reminders and Follow-Up

Clients receive text reminders before appointments and follow-up messages after treatments. Post-treatment care instructions go out automatically so clients know exactly what to expect.

Package and Treatment Plan Invoicing

Sell treatment packages with accurate session tracking. Each completed treatment updates the balance, and invoices generate automatically with a clear breakdown.

Client Portal for Treatment History

Clients log in to view their treatment plan progress, upcoming appointments, and billing history. Transparency builds trust and keeps them committed to their protocol.

Practice Revenue and Treatment Reports

Track revenue by treatment type, provider, and package sales. Monitor which protocols have the highest completion rates and adjust your offerings accordingly.

Is Smarfle the right fit for your med spa business?

We built this for a specific type of business owner. Tap each one that sounds like you.

We built this for you if...

Tap the ones that resonate

This probably isn't for you if...

And that's okay

Top feature for med spa

Treatment Protocol Management From Start to Finish

Build multi-session protocols with recommended intervals between treatments. Track every client's progress through their plan, send automated follow-up reminders, and flag anyone who falls behind schedule. Your clients get better results, and your revenue stays predictable.

Treatment ProtocolsFollow-Up AutomationPackage TrackingConsent Docs

Everything your med spa business needs

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Treatment Protocol Scheduling

Build multi-session protocols and schedule the full series. Track each client's position in their treatment plan with clear progress indicators.

2

Pre and Post-Treatment Messaging

Clients receive preparation instructions before and aftercare details after each treatment. Automated messages ensure nothing gets missed.

3

Consent Tracking

Track consent documentation per treatment type. Your front desk sees at a glance which clients need updated forms before their next visit.

4

Provider Scheduling

Assign treatments to specific providers and rooms. The calendar prevents conflicts and shows each provider's full day in one view.

Plans that grow with your med spa business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Med Spa CRM questions

Yes. Define the number of sessions, treatment type, and recommended interval between visits. Schedule the full series and Smarfle tracks progress as treatments are completed.
After each treatment, clients receive an automated SMS with aftercare instructions specific to their procedure. You configure the message content and timing per treatment type.
Yes. Each treatment type can require consent documentation. Smarfle flags clients who need updated forms so your front desk can address it before the appointment.
When a client purchases a package, the total sessions are logged. Each completed treatment deducts one session, and the remaining balance is visible to staff and the client in the portal.
Yes. The client portal shows available slots by provider and treatment type. Clients select their preferred time and the booking appears on your calendar for confirmation.
When a client is approaching their last session, Smarfle sends a renewal prompt via SMS. They can purchase their next package through the portal or at the front desk.
Yes. Reports show revenue, appointment count, and average price per treatment type so you can focus on the services that drive the most value.
No. Smarfle handles scheduling, billing, and client communication. For clinical charting and medical records, continue using your existing EMR system alongside Smarfle.

Ready to run your med spa business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

7 days free · No credit card · Cancel anytime