CRM for beauty clinics
A beauty clinic CRM that turns consultations into booked treatment courses
Follow up every consultation, track courses of laser and skin treatments, and remind clients when a top-up is due. Your AI manager answers inquiries day and night.
CRM included in every plan, from $39/month. AI manager included.
New inquiry
Consultation booked
Consulted
Course quoted
Quick answer
Why does a beauty clinic need a CRM?
A beauty clinic CRM turns inquiries and consultations into paid treatment courses, then keeps clients returning for top-ups. Clientager tracks each lead from inquiry to consultation to booked course, stores treatment history and next top-up dates, takes deposits by link to protect consultation slots, and sends reminders automatically. Its AI manager answers calls, WhatsApp and chat 24/7 and books consultations while your practitioners are treating.
Built for aesthetic and beauty clinics
Your Beauty Clinic CRM comes set up with the stages and fields aesthetic and beauty clinics actually use. Change anything, add your own.
Pipeline stages
- New inquiry
- Consultation booked
- Consulted
- Course quoted
- Won
What each record holds
- Treatment of interest
- Treatment history
- Course sessions completed
- Next top-up due
- Skin type
- Contraindication flag for practitioner review
- Preferred practitioner
- Lead source
- Package purchased
- Birthday
Consultation pipeline
Every inquiry moves from new to consultation booked, consulted and course quoted. Each lead has a value, so you can see how much treatment revenue is waiting on follow-up.
Treatment courses and history
Track courses of laser, peels or microneedling with sessions completed and next session due. Past treatments sit on the client's timeline.
Top-up tracking
Store the next top-up date for injectables or maintenance treatments. Smart lists show who is due this month so nobody drifts away.
Treatment menu and packages
Add treatments, courses and packages to your catalog. Send quotes and invoices with tax, discounts and a pay-by-link through your own payment account.
Consultation deposits
Send a deposit link when booking a consultation or first session. Deposits help cut no-shows on expensive practitioner time.
Practitioner assignment
Assign clients and bookings to practitioners. Staff see their clients and tasks but not payments, billing or revenue.
Conversion reports
See leads by source, consultation-to-course conversion, revenue collected and how many inquiries arrived after hours.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers treatment inquiries 24/7
Most aesthetic inquiries come in the evening. The AI manager explains your treatments from the details you provide, books a consultation and creates the lead.
Qualifies before the consultation
It asks what the client wants to achieve, their budget and timing, and records the treatment of interest on the record.
Takes consultation deposits
It sends a deposit link and confirms the slot when payment arrives, so practitioner time is protected.
Books top-ups and course sessions
When a client replies to a reminder, it books the next session with their preferred practitioner.
Scores leads for your team
Each inquiry gets a hot, warm or cold score, a summary and a suggested next step, so your coordinator calls the right people first.
How a beauty clinic runs on Clientager
- 01
Evening inquiry
A client messages about laser hair removal at 9pm. The AI manager explains the process, books a consultation and takes a deposit.
- 02
Consultation
The practitioner sees the summary and goals before the client arrives, then quotes a six-session course.
- 03
Follow-up to booking
Two days later an automatic follow-up goes out. The client accepts and pays the package by link.
- 04
Through the course
Each session is tracked on the record, with reminders before the next one is due.
- 05
Ongoing care
After the course, top-up and seasonal treatment reminders keep the client returning.
Automations ready to switch on
- When Pipeline stage changes to Consulted→ Wait 2 days, then send a follow-up SMS with the course quote and create a call task if needed.
- When Quote accepted→ Send the package invoice and move the client to Won.
- When Booking completed→ Wait 1 day, then send aftercare instructions by email and a review request a week later.
- When No visit for 12 weeks→ Send a top-up reminder and add the tag Top-up due.
- When No visit for 6 months→ Send a win-back email with seasonal treatment ideas and create a call task.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Evening inquiries wait until the next day and go elsewhere.
- Consultations happen but quotes are never followed up.
- Courses are tracked on paper and sessions are missed.
- Clients forget top-ups and drift to another clinic.
- Consultation no-shows waste practitioner time.
Clientager Beauty Clinic CRM
- The AI manager answers and books consultations 24/7.
- Every consultation has a quote and an automatic follow-up.
- Course sessions and next dates sit on every client record.
- Top-up reminders go out at the right time.
- Deposit links protect consultation slots.
A beauty clinic CRM built around the consultation
In an aesthetic clinic, the consultation is where revenue is won or lost. A client asks about lip filler, laser or skin treatments, books a consultation, and then decides whether to go ahead. A beauty clinic CRM makes sure each of those steps happens. Clientager tracks every lead from inquiry to consultation to course quoted, with a value on each one, so you can see how much treatment revenue is waiting for a follow-up.
Each client record holds their treatment interest, history, skin type, preferred practitioner and every message. Keep clinical consent forms and medical notes in the system you already use, and let Clientager handle the inquiries, bookings, quotes, reminders and payments around them. Your coordinator can see which consultations have not turned into bookings and call the right people first, with an AI summary of each conversation ready.
Answer evening inquiries and protect your diary
Most aesthetic inquiries arrive in the evening, when clients have time to research. Clientager's AI manager answers phone calls, WhatsApp, SMS, website chat and email 24/7. It explains your treatments using the information you give it, asks about goals, budget and timing, and books a consultation with the right practitioner. It does not give medical advice, and it passes anything clinical to your team with a task.
Consultation no-shows waste expensive practitioner time. The AI manager can send a deposit link through your own Stripe, Razorpay or PayPal account and confirm the slot once payment arrives. Reminders before the appointment, with an easy way to reschedule, help keep your diary full. Every message, deposit and booking is saved on the client's timeline, so your team always knows what was promised.
- Consultations booked 24/7
- Deposit links to cut no-shows
- Clinical questions routed to practitioners
Courses, top-ups and lifetime value
Many aesthetic treatments are courses or need regular top-ups. Laser hair removal might take six sessions, and injectables usually need a top-up every few months. Clientager stores sessions completed and the next top-up date on every client. Smart lists show who is due, and automations send reminders when a client has had no visit for the period you set. Course progress is visible to every practitioner who sees the client.
When a client replies, the AI manager books the next session with their preferred practitioner. Selling courses and packages up front through quotes and payment links helps clients commit, and reports show your consultation-to-course conversion rate. Over time, that turns one-off clients into regulars who come back for years. Birthday fields and smart lists also let you send a personal offer at the right moment.
Questions about the CRM
What is the difference between a beauty clinic CRM and an AI manager?
The beauty clinic CRM holds your clients, consultation pipeline, treatment courses, packages, invoices and reports. The AI manager is the agent that answers calls and messages. In Clientager it books consultations, takes deposits and writes every inquiry into the CRM, so your coordinator follows up from complete records.
How is this different from a salon or spa CRM?
Salons and spas mostly sell single appointments. Aesthetic clinics sell consultations that lead to treatment courses and top-ups. Clientager sets up beauty clinics with a consultation pipeline, course and top-up fields, deposit links and follow-up automations built for that journey.
Can I import my client list?
Yes. Import from any spreadsheet or CRM export via CSV. Map columns to fields such as treatment history, preferred practitioner and next top-up due. Clientager detects duplicates by phone and email and lets you merge them so each client has one record.
Can practitioners and reception use it without seeing revenue?
Yes. Staff accounts can see clients, bookings, messages and tasks, but not payments, billing or revenue reports. Owners and managers see everything. Starter includes 2 logins, Growth 5 and Scale unlimited, and the activity log shows every change. Practitioners can also be assigned their own clients and tasks.
Will the AI manager give medical advice about treatments?
No. It explains your treatments using the information you provide, such as what a consultation involves, typical session counts and prices. Questions about suitability, medications or side effects are passed to a practitioner with a task and a summary of the conversation.
Can clients pay for treatment courses upfront?
Yes. Add courses and packages to your catalog, send a quote, and when it is accepted, send an invoice with a pay-by-link through your own Stripe, Razorpay or PayPal account. The invoice is marked paid automatically and the client moves to Won.
How much does it cost?
The CRM is included in every Clientager plan, and plans start at $39/month. Book a live demo to see the consultation pipeline with your own treatments, and you can get a refund before the AI agent goes live if it does not suit your clinic.
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