OPERATING SYSTEM — MED SPAS
The MedSpa OS
The owner-side operating layer for single-location and small-chain med spas. Runs on top of the CRM and tools you already pay for — and does the operator-side work they leave on your desk.
See the system run.
One real event, start to finish — the workflows firing, the skills drafting, the owner report updating. This is the operator-side work The MedSpa OS does for you. Decide in seconds whether $197 one-time is worth it.
A live schematic of the operator-side work MedSpa OS runs automatically. You stay in control — it drafts, routes, and flags.
An operating layer,
not another CRM.
A Notion workspace, working automations, Claude Skills, and an auto-updating resource library — engineered for the operator-side work your CRM leaves on your desk.
Speed-to-lead reply (web form / chat / bridged Instagram)
A lead POSTed to this webhook by your web form, chat widget, or a Zapier/Make bridge is written to Lead & Consult Pipeline, tagged by interest area, and answered with a compliance-checked first reply carrying two Good Faith Exam booking links. The reply goes by SMS when Twilio credentials are filled in, otherwise by email through Resend; a lead who left…
Good Faith Exam no-show recovery (3-touch rebooking sequence)
A schedule polls Lead & Consult Pipeline every 15 minutes for Good Faith Exams marked No-Show, or Canceled within 24 hours of the slot, and runs a three-touch rebooking sequence: touch 1 on the next poll, touch 2 three days later, touch 3 seven days after touch 1. Touches go by SMS when Twilio credentials are filled in, otherwise by email through Resend; an…
Pre-GFE nurture (booked → confirmed → provider-briefed)
A schedule polls Lead & Consult Pipeline every 15 minutes and runs the pre-visit sequence for booked Good Faith Exams: confirmation with non-clinical FAQ, a reminder inside the last 24 hours, the intake-form link, and a final confirm inside the last 2 hours. Messages go by SMS when Twilio credentials are filled in, otherwise by email through Resend; the…
Track membership renewals (30-day retention nudge)
A Monday-morning schedule pulls memberships renewing in the next 30 days, writes a Churn Risk score onto each Membership Roster row from visit count and tenure, drafts a renewal note onto medium-risk rows, and emails the owner a call list for high and critical risk. Nothing is ever sent to a patient by this workflow — drafts sit in Owner Note (non-PHI) for…
Generate weekly content calendar draft (IG + TikTok)
A Monday-morning schedule picks the week's treatment focus from your active Treatment Menu by week number, drafts five Instagram/TikTok captions plus one email, and writes them to Marketing Calendar as six rows dated Monday through Friday — then flips every Drafting row to Owner Review and emails you the list. It publishes nothing and has no Instagram or…
Post-visit follow-up (day-1 check-in, day-7 review, complaint escalation)
A visit-complete POST to this webhook — from your EMR, a Zapier/Make bridge, or a manual form — stamps the visit date on the patient's pipeline row, and every fire also flushes the touches that have come due: a non-clinical day-1 check-in, a day-7 Google review ask, and a week-2 come-back note, each by SMS when Twilio credentials are filled in, otherwise by…
Built for a specific operator.
You'll run this if…
You lead a small team that has outgrown spreadsheets and the front-desk binder and a full inbox. You treat AI as an instrument, not a magic trick. You'd rather buy sharp software than maintain dull software.
Skip this if…
You want a one-click "AI grows my business" button. You won't spend an hour on setup. You expect outcome guarantees — this product does not sell those.
Memory + inbox
Not a CRM. It sits on top of yours and absorbs the operator-side process work that currently lives in your head and your sent folder.
Take one of the skills. Free, complete, yours.
We have no testimonials to show you. This product is new, and inventing them was never an option — so here is better proof: flag-review-or-complaint is one of the real skills from MedSpa OS, given away whole. Paste a review or message and find out whether it needs a clinical escalation, an owner reply, or nothing at all.
It needs nothing but a Claude plan that runs Skills — no workspace, no API key, no automation tool. Run it on your own work and judge the output before you pay for anything.
Get flag-review-or-complaint free →
The workspace
A free Notion account is all it takes. You get the databases, the SOPs and one worked example, ready to run by hand.
The skills
Needs a paid Claude plan. Drafted work on demand — the free sample above is one of these.
The automations
Needs an always-on n8n, plus an account for each kind of send you want. The same work, unattended.
EACH LAYER WORKS ON ITS OWN — MOST OPERATORS STOP AT LAYER 2 FOR THE FIRST WEEK. THE SETUP GUIDE IS SPECIFIC ABOUT WHAT LAYER 3 COSTS IN TIME, INCLUDING THE CARRIER REGISTRATION THAT TAKES DAYS TO WEEKS IF YOU WANT SMS.
One price list.
No sales call.
Get the operations audit.
A one-page diagnostic that surfaces the three biggest leaks in your operating week. Emailed once. No nurture sequence.
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