Management software for hospitality, spas and clinics
Keep follow-up tasks together
Clinic follow-up and retention
Know who needs a next step and when to make contact
Follow-up tasks, internal reminders, treatment series and return activity through an approved process.
The demo maps configuration, permissions and integrations to the way your business operates.
What changes in the work
Keep follow-up tasks together
See clients without a next visit
Plan series renewal
Record contact activity
The challenge
The next step is easily lost between appointments. An organized queue helps the team act at the right time without sending irrelevant messages.
The product in action
Keep information connected before and after treatment
The screens illustrate the path from sending a document for signature to keeping the approved booking and its context available to the team.
See clients without a next visit
Plan series renewal
Record contact activity
A code-built interactive illustration with sample data only. It is not a customer screenshot.
Appointment calendarToday, August 5
Booking #28417Form signed
CustomerMaya
ServiceFollow-up visit
AssignmentRoom 1
- Received
- Approved
- In progress
Forms and follow-up3 / 4
- Record updated for the visitDone
- Automatic confirmation sentDone
- Resource reserved in calendarDone
- Team check before arrivalToday
Sample data onlyNot a customer screenshot
One connected workflow
From the first request to management visibility
Set follow-up point
Create task
Review status
Make approved contact
Close or continue
Before implementation
Map the real operation before configuring the platform.
This exposes rules, exceptions and connections that need review before a transition can be planned safely.
- 01Appointment types and service duration
- 02Roles and information-access permissions
- 03Forms, consents and pre-treatment information
- 04Treatment series, follow-ups and next steps
Questions worth checking
Before choosing a platform
How is a follow-up task created?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
Who owns the task?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
How is duplicate contact prevented?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
How is communication consent recorded?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
Clinic follow-up and retention