Med Spa Software That Turns Treatments Into Treatment Plans
Treatment series lose money when they go unfinished. Smarfle tracks packages, bills memberships, runs reminder sequences, and books the consults that keep the schedule full. From $19/month.
29
8
$22,400
5
Jessica Blake
Laser Hair Removal (Session 4/6)
Natalie Reed
Botox Touch-Up
Amanda Torres
Chemical Peel Consultation
Catherine Liu
Microneedling (Session 2/4)
Everything a med spa business runs on
Smarfle connects everything a successful local business runs on: website, Google Business Profile, call tracking, lead follow-up, CRM, review requests, payments, and recurring orders. One platform. Start with the med spa workflows below.
Med Spa Scheduling Software
Med spa scheduling handles Botox follow-ups every 3 months, laser series 6 weeks apart, and consultations one-off. All with different durations + provider availability. Smarfle's recurring auto-generation + per-service durations + public booking handle the rhythm so the front desk isn't manually scheduling 200 follow-ups.
Learn moreMed Spa Billing Software
Med-spa billing isn't just charging per visit. It's modeling membership packages with botox refreshes every 6 weeks, filler touch-ups at 12 months, and laser series of 6 sessions over 6 months. Smarfle handles all three on one engine: monthly memberships ($99 to $299 typical), prepaid treatment series, and one-off injectable visits. Saved-card auto-charge means no awkward credit-card moment when the client comes in for their botox refresh, and tier-based packages (MED-LITE, MED-PRO, MED-VIP) all live on the same client record.
Learn moreMed Spa Invoicing Software
Treatment done = invoice generated. High-value packages + Botox per-visit + member subscriptions all handled. Pay Now link with card or ACH.
Learn moreThe growth side, built in
Med Spa Consult Tracking
A consult inquiry is worth a treatment series. Every call is recorded and logged, and missed ones get texted back within minutes.
Reviews & Google Business Profile
Clients trust their face to the med spa with the deepest review history. Requests after visible results build it treatment by treatment.
Website & Lead Follow-Ups
Treatment interest forms feed consult bookings, and series follow-ups keep packages completed and memberships renewed.
Plans that grow with your med spa business
All plans include a 7-day free trial. No credit card required.
Solo
Sole operators getting started
- 1 user
- Up to 100 clients
- 1 GB storage
- Public booking link + calendar
- Client management
- Work orders with photos
- Invoices + Stripe payments
- Activity log, tags, custom fields
- Mobile PWA + CSV import/export
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 200 clients
- 1 GB storage
- Everything in Solo
- Voice AI receptionist (usage-based)
- GMB rank tracking
- Search Console integration
- API access + webhooks
- Branded client portal
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- AI work order summaries
- GBP Posts + Dashboard
- Workflows automation
- Website builder + AI content
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Higher AI credit limits
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Where med spa businesses lose time and money
The day-to-day friction every med spa owner recognizes.
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.
Treatment Series Tracking
Multi-session packages track progress per client and prompt the next booking, so paid series actually get completed.
Every med spa call, handled your way
Your business number routes however you decide, and you can mix modes by schedule: forward to your phone during the day, switch to text-back or the AI after hours.
Plain forwarding
$0.04/min
Just rings your phone. Every call logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.
Busy message + text-back
~$0.05/call
Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.
AI receptionist
$0.25/min
The AI answers, qualifies the caller, and books the job. Great after hours if you want it.
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a med-spa treatment flows through Smarfle
From consult to follow-up — every treatment and package tracked.
- 1
Consult booked
Online booking, AI receptionist, or front-desk. Calendar slot held, intake via client portal (skin type, prior treatments, contraindications).
- 2
Treatment plan + package
Provider documents the consult, treatment plan built (e.g., 3 Botox sessions × 3 months apart), package purchased via Stripe.
- 3
Recurring treatments scheduled
Recurring work orders auto-generate the treatment schedule. Each session logs product/dosage and before/after photos.
- 4
Sessions performed + photos
Job checklist enforces consent, photos before/after, dosage logged, time tracking against billable hours.
- 5
Bill + review + maintenance reminder
Auto-invoice for each session via Stripe payment link, review request after first treatment, maintenance reminders for the next session in 3 months.
Same flow for every med spa business, only the terminology and details change.
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
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.
The full med spa toolkit, in detail
Three ways Smarfle transforms how you operate, get paid, and grow.
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.
Pre and Post-Treatment Messaging
Clients receive preparation instructions before and aftercare details after each treatment. Automated messages ensure nothing gets missed.
Consent Tracking
Track consent documentation per treatment type. Your front desk sees at a glance which clients need updated forms before their next visit.
Provider Scheduling
Assign treatments to specific providers and rooms. The calendar prevents conflicts and shows each provider's full day in one view.
Med Spa CRM questions
Related industries
Other trades using Smarfle to run their book of business.
Massage & Spa CRM
Overlapping spa and wellness services with packages, memberships, and online booking.
ExploreSalon & Barbershop CRM
Appointment-driven beauty service with recurring clients and reminders.
ExploreMedical & Dental CRM
Clinical-grade appointments with intake forms, records, and recalls.
ExploreSwitching to Med Spa CRM from another tool?
Most med spa businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.
Why businesses stay
A Florida company that treats you like a partner
We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.
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