Saturday · June 7, 2026 · 22 appts today · 4 consults
Good morning
Today's Appts
22
$8,420 booked revenue
June MTD
$184,200
+18% vs May
Active Members
284
$58,400/mo recurring
Alle Points YTD
$24,800
Allergan loyalty redeemed
Today's schedule — clinical staff
Full day9:00 AM · Jessica T. · Botox glabella + crows · 30 min
DR. PARK · MEMBER · ALLE POINTS APPLY · $480
9:30 AM · Sarah K. · Hydrafacial · 50 min
ESTHETICIAN MARIA · NEW PATIENT · CONSULT POST
10:30 AM · Carolyn M. · Filler — lips 1 syringe · 45 min
DR. PARK · 6-MONTH MEMBER · $750
11:30 AM · CONSULT · Diana R. · CoolSculpting eval · 30 min
DR. PARK · REFERRED BY JESSICA T.
12:30 PM · LUNCH BLOCK
RESTOCK INJECTABLES · CONSULT NOTES
2:00 PM · Anna V. · Laser hair removal · 45 min
ESTHETICIAN MARIA · PKG 6 OF 8
3:00 PM · Mike F. · Botox masseter · 30 min
DR. PARK · NEW · CONSULTATION FIRST · $720
4:00 PM · Yelena C. · Tox + Filler combo · 60 min
DR. PARK · VIP TIER · MAINTENANCE · $1,840
VIP patients · life-event milestones
All milestones| Date | Patient | Event | Recommendation | Status |
|---|---|---|---|---|
| Jun 14 | Jessica T. | Wedding (her sister) | Pre-event smoothing + light filler · book Jun 11 | Outreach sent |
| Jun 22 | Carolyn M. | 50th birthday party | Skin booster + tox refresh · book 1 wk prior | Outreach pending |
| Jul 18 | Yelena C. | Daughter's bat mitzvah | Full glow package · book 3-5 days prior | Booked |
| Aug 8 | Anna V. | 10-yr anniversary trip | Pre-vacation laser + LED · book 2 wks prior | To contact |
Injectables on hand — auto-track
Botox · 8 vials · 800 units
REORDER POINT: 4 VIALS · GOOD FOR WEEK
Juvederm Ultra Plus · 6 syringes
GOOD FOR 2 WEEKS · ALLE POINTS PER USE
Voluma · 2 syringes
REORDER POINT HIT · ORDER PLACED · ETA TUE
Sculptra · 4 vials
SLOW MOVER · OK
Daxxify · 3 vials
REVANCE LOYALTY · NEW PROGRAM
Lot + expiration tracked per vial. Auto-alerts on near-expiration (90 / 60 / 30 days).
Recent activity
Membership renewal: Carolyn M. · annual · $4,200
12-MONTH AT 15% DISCOUNT
5-star Google review · Jessica T.
"DR. PARK IS A GENIUS · LIFE-CHANGING"
Before/after upload · Anna V. · session 6
CONSENT FILED · MARKETING USE OPT-IN
Today + week view · multi-provider
Schedule
Multi-Provider Scheduling
One calendar across MDs, NPs, PAs, RNs, and estheticians. Room + equipment availability.
- Per-provider scheduling with credential-based service permissions
- Treatment-room + laser-equipment availability
- Online booking via patient portal (controlled per service)
- Online booking via Instagram + Google Business
- Pre-treatment auto-instructions (no botox 24h before alcohol, etc.)
2,840 active patients · 284 members · avg LTV $4,800
Patient Records
EMR-Lite for Aesthetics
Patient charts purpose-built for med spa workflow — not a hospital EMR.
- Full treatment history with units, syringes, dates
- Photo timeline per area (forehead / cheeks / lips / chin / body)
- Allergies + medication list
- HIPAA-compliant secure messaging
- Pre/post photos with patient consent for marketing flag
- Per-patient lifetime value
284 members · $58K/mo recurring · 92% retention
Memberships
Membership Management
Recurring revenue program — Botox-of-the-Month, skin memberships, treatment packages.
- Tier-based monthly programs ($150/mo · $250/mo · $450/mo)
- Pre-paid treatment packages with rollover
- Auto-charge with retry sequence on failed payment
- Member-only pricing applied automatically
- Loyalty points (Alle, Aspire, Xperience) tracked per visit
- Member churn risk scoring
Allergan Alle · Galderma Aspire · Revance Xperience
Brand Loyalty Programs
Manufacturer Loyalty Integration
Auto-apply Alle / Aspire / Xperience points at checkout. Auto-redeem manufacturer specials.
- Real-time loyalty point balance per patient
- Auto-apply at checkout (highest discount)
- Manufacturer special promotions surfaced
- Per-program redemption reporting
- Allergan / Galderma / Revance manufacturer reporting compliance
42 standard protocols · per-provider variations · regulatory-compliant
Treatment Protocols
Clinical Protocol Library
Standardized treatment protocols per service, per provider, with dosing references.
- Dosing reference (units per area for tox, ml per area for filler)
- Pre-treatment consent + instructions
- Post-treatment care + downtime expectations
- Provider override capability (with logged reasoning)
- Outcome tracking + protocol refinement
E-sign · per-service consent · refresh annually
Consents
Digital Consent Management
Per-service consent forms, e-signed by patient, archived forever.
- Service-specific consent forms (tox, filler, laser, body)
- E-signature via patient portal or in-suite iPad
- Annual refresh reminders
- Witness signature for high-risk services
- Auto-attach to treatment record
Before/after gallery · marketing-cleared · timeline per patient
Before/After Photos
Photo Documentation
↘ Same engine as Auto Parts AutoLister + Construction Job Photos — adapted for aesthetic photography. Calibrated lighting + angle prompts.
- Standardized angle prompts per treatment area
- Calibrated-lighting photo station integration
- Auto-AI alignment for before/after comparison
- Marketing-use consent flag per photo
- Patient-portal access for their own timeline
- One-tap Instagram-ready compilations (consented only)
Injectables · lasers · skincare · sundries · lot + expiration tracked
Injectables Inventory
Clinical Inventory + Lot Tracking
Per-product lot tracking, expiration alerts, manufacturer-rep auto-orders.
- Per-vial lot + expiration tracking
- Auto-reorder when below threshold
- Manufacturer rep direct ordering (Allergan, Galderma, Revance)
- Cold-chain compliance for select products
- Per-product cost basis for true margin
Instagram · email · SMS · referral program · holiday specials
Marketing
Aesthetic Marketing Engine
Instagram + before-afters + member-only specials + manufacturer promo amplification.
- Instagram auto-posting from consented before/afters
- Email + SMS to past patients on milestone dates
- Referral program with auto-tracking
- Holiday + life-event promotional campaigns
- Per-channel patient-acquisition cost
4.9 stars Google · 4.8 RealSelf · 4.9 Yelp
Reviews
Review Management
Auto-prompt post-visit. Route 5-stars to public platforms; 1-4 stars to private resolution.
- Cross-platform aggregation (Google / RealSelf / Yelp / FB)
- Auto-prompt 48h post-visit
- 5-star routing to platforms
- Private resolution flow for < 5
- Per-provider review sentiment
Provider productivity · service mix · LTV cohorts · ad spend ROI
Reports
Business Reports
Numbers that matter for a med spa.
- Revenue by service (tox / filler / laser / membership / retail)
- Per-provider productivity ($ per chair-hour)
- Patient LTV cohorts
- Membership growth + churn
- Per-channel patient acquisition cost
- Inventory cost vs revenue
Sales tax on skincare retail · service-exempt clinical · 1099 providers · DEA + state pharmacy
Tax & Compliance
↘ Shared engine — from Audit Practice · med spa flavored: clinical service is tax-exempt, retail skincare is taxable, 1099s for contracted providers, pharmacy + DEA tracking
Retail Sales Tax MTD
$1,820
From skincare retail · cosmeceuticals
Service Revenue
$162K
Tax-exempt clinical
1099 Providers
2
PRN NPs · W-9 on file
DEA License
Active
Renews Q1 2027
Revenue mix — current period
| Category | Revenue | Taxable? | Tax |
|---|---|---|---|
| Botox / Dysport / Daxxify (clinical) | $48,400 | Exempt (medical service) | $0 |
| Filler (clinical) | $62,800 | Exempt | $0 |
| Laser + body (clinical) | $28,200 | Exempt | $0 |
| Hydrafacial + skin (clinical) | $22,800 | Exempt | $0 |
| Retail skincare (cosmeceuticals) | $22,500 | Taxable | $1,420 |
| Retail SPF + sundries | $6,400 | Taxable | $400 |
Consents · licensure · insurance · vendor contracts
Documents
↘ Shared engine — from Audit Practice · med spa flavored: per-service consents, provider licensure, malpractice insurance, manufacturer rep agreements
| Document | Type | Status |
|---|---|---|
| Dr. Park - Medical License.pdf | Provider licensure | Current · renews Mar 2027 |
| Dr. Park - DEA Registration.pdf | DEA | Current |
| NP Sarah - Collaborative Agreement.pdf | Practice agreement | Active |
| Malpractice Insurance 2026.pdf | Professional liability | Active |
| Allergan Direct Account.pdf | Manufacturer account | Active |
| HIPAA Breach Notification Policy.pdf | Compliance | Annual review done |
Cherry · Care Credit · in-house package plans
Patient Financing
↘ Shared engine — from Furniture cockpit · med spa flavored: medical-aesthetics lenders (Cherry, Care Credit), in-house pre-paid packages
Active financed treatments
| Patient | Treatment | Amount | Lender | Status |
|---|---|---|---|---|
| Diana R. | CoolSculpting package (8 sessions) | $4,800 | Cherry | Pending consult |
| Anna V. | Laser hair removal (8 sessions) | $2,400 | Cherry | Approved · in progress |
| Yelena C. | Annual membership Plus tier | $5,400 | Care Credit | Approved |
| New consult Diana | 3-area Botox + lip filler combo | $1,800 | — | Cherry app pending |
Life events · pre-event prep · loyalty triggers
Milestone Outreach
↘ Shared engine — from Diamond Atelier · med spa flavored: weddings, milestones birthdays, anniversaries, daughter/son events drive pre-event treatments
| Date | Patient | Event | Recommendation | Status |
|---|---|---|---|---|
| Jun 14 | Jessica T. | Wedding (sister) | Pre-event smoothing 7-10 days prior · book Jun 4-7 | Booked Jun 6 |
| Jun 22 | Carolyn M. | 50th birthday party | Skin booster + tox refresh · book 1 wk prior | Outreach pending |
| Jul 18 | Yelena C. | Daughter's bat mitzvah | Full glow package · book 3-5 days prior | Booked |
| Aug 8 | Anna V. | 10-yr anniversary trip | Pre-vacation laser + LED · book 2 wks prior | To contact |
| Aug 22 | Sarah K. | Class reunion | Treatment series 6 wks pre-event · gentle Botox | To contact |