Managing packages, memberships, and treatment courses at a medspa requires staff to manually search client history, verify eligibility, apply discounts, and track credits across multiple systems. This fragmented approach causes booking delays, inconsistent pricing, and lost renewal opportunities.
Automation centralizes package data, automatically applies eligibility rules and discounts, and continuously monitors expiring credits to trigger timely renewal reminders. Clients receive instant confirmations and staff reclaim hours spent on manual lookups and reconciliation.
The full workflow, from trigger to completion.
A new booking or package inquiry is received or email. The automation is triggered immediately.
The automation queries the package ledger to retrieve the client's current packages, memberships, credit balance, and expiry dates in real-time.
The automation applies predefined business rules to determine eligibility for discounts, renewal rates, and promotional pricing based on purchase history and dates.
The automation deducts the appropriate credits from the client's package balance and confirms the appointment without manual intervention.
If a new package or membership is being purchased, payment is processed automatically. Confirmation is logged immediately.
The automation updates with the new credit deduction, package purchase, or membership renewal in real-time.
Booking confirmations and automated renewal reminders (for expiring credits or memberships) are sent and without manual composition.
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