What a custom agent looks like inside a med spa or aesthetics practice — the ten roles in your language, and what each plugs into in a business running Aesthetic Record, Boulevard, Zenoti or PatientNow.
last reviewed
A med spa is a retail business with clinical obligations. Revenue comes from repeat treatment on a schedule, packages sold in advance, and injectable brand loyalty programs that operate outside your system entirely. Meanwhile every treatment requires consent, photographs, and documentation under a medical director's oversight. The commercial and clinical sides use different systems and both consume the same small front desk.
The honest version of "does it integrate with my software." These are the systems this industry actually runs on, and what each one means for a build.
Built for aesthetics, combining charting, consents, before-and-after photography, inventory and point of sale.
Stronger on the retail and membership side, common where the business leans spa rather than clinical.
Allē and Aspire, where patient rewards and manufacturer promotions live entirely outside your system and drive real booking behavior.
Prepaid treatment packages and monthly memberships requiring tracking of what has been redeemed against what was sold.
Injectables and devices with lot numbers, expiration dates and significant carrying cost.
Treatment consents and standardized before-and-after images, which are both clinical record and the most effective marketing asset the business has.
Social, paid and reviews, where the aesthetics market is unusually competitive and visual.
Each of these is a real build, not a feature of a product you already pay for. Follow one through to see how it works in general.
Nothing you are owed gets dropped.
Whatever arrives, in whatever format, becomes a clean record.
Writes the recurring document from your own past work.
Knows what expires, renews or comes due — and says so first.
Answers from your own records, not from the internet.
The conversation becomes the record, without anyone typing it up.
Assembles the recurring report from systems that do not talk.
Matches two sets of records and queues only the exceptions.
Two systems that do not talk, now talking.
Applies your rules, escalates only what needs judgment.
If that is a job in your business, the next step is half an hour on a call. Bring whatever you know about the volume — how many a month, who owns it now, which systems it touches. That is enough to scope it properly and quote it flat before anything starts.
Everything in this library is built to order rather than bought off a shelf — and whatever I build, I host and maintain. The rest of the library is here.