Platform
The med spa CRM at the center of the practice.
The AEVA med spa CRM is the shared patient record at the center of the practice. Calls, forms, campaigns, and consult requests land in one place, tied to the patient they belong to, so your team always works from the full picture instead of stitching it together across half a dozen tools.
How it works
One profile, every touch.
The med spa CRM pulls every touch into one patient profile. A lead from an ad, a form on the site, an Instagram DM, and a phone call all attach to the same person, with the campaign that earned them saved from the first touch.
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One unified inbox
SMS, phone calls, Facebook Messenger, and Instagram DMs land in one thread per patient. No conversation lives off in a separate app the front desk forgets to check.
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Campaign source saved
The ad, form, or funnel that earned each lead attaches from the first touch and stays on the record through booking and checkout, so the practice can see what brought the patient in.
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Follow-up that branches
Campaigns branch on the patient's reply, positive, negative, unsure, or no response, and feed straight back into the contact record. The next message always fits where the patient is.
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The whole practice sees it
Because the CRM shares the record with scheduling, charting, and checkout, the front desk sees a patient's history the moment they book. Marketing and the calendar share the same profile.
One thread, every channel
Every text, call, Messenger note, and Instagram DM sits in a single thread on the patient's card, with their details in a side panel while you chat. The team replies with a saved template, attaches an invoice, requests a payment, or sends a document without ever leaving the conversation. Recent calls sit right there too, recorded and transcribed and attached to the right person.
The record remembers so the desk doesn't
The contact card holds the full picture: upcoming and past appointments, packages owned, transaction history with spending stats, memberships, loyalty points, tags, allergies, and before-and-after photos. Think of it as the patient's whole file open on one screen, so a new front-desk hire greets a returning patient the way a ten-year veteran would.
Duplicates get merged, not multiplied
When the same patient comes in twice, once from an ad form and once from a walk-in, the CRM merges the two records so history stays whole. Bulk tools handle the tedious work in one pass: tag or export a segment, add a group to a campaign, or send bulk SMS and email, each run logged per recipient with success, error, and do-not-disturb counts.
The patient record
- Call logged Summary saved to the record
- Visit booked Consult on the calendar
- Payment taken Checkout tied to the visit
- Consent signed Captured at intake
Step by step
The life of a lead.
Follow one lead from the first click to a booked, paying patient. Each step lands in the same place, so nobody re-keys a name between the ad platform, the inbox, the calendar, and the books, and no promising lead gets worked twice or dropped between shifts.
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A lead arrives
Someone taps an ad, fills a form, sends an Instagram DM, or calls the practice. The lead lands as a contact with the campaign source that earned them saved from that first moment.
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It becomes a profile
The contact gets one profile that every part of the platform shares. Tags, source, and any note the team adds ride along, so the record starts full instead of empty.
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Follow-up runs itself
A campaign sequences the outreach and branches on the reply, and the moment a patient answers, the conversation surfaces in the unified inbox for a human to take over.
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The booking shows its roots
When the patient books, the front desk already sees their history and their source, and when they pay, the revenue ties back through checkout to the campaign that earned them.
The difference
One system or a pile of tabs.
A practice can assemble a med spa CRM from a standalone inbox, a separate email tool, a spreadsheet of leads, and the front-desk's memory. Every one of those tools does its job. The handoffs between them are where a patient's source gets lost, a follow-up gets missed, and the same person ends up in the system twice.
| What you are comparing | On the AEVA record | A bolted-on stack |
|---|---|---|
| Where a lead lives | On one patient profile the whole team shares | Split across an inbox, a sheet, and someone's memory |
| Conversations | SMS, calls, Messenger, and IG DMs in one thread | Four apps, four tabs, four places to miss a reply |
| Campaign source | Saved from the first touch, kept through checkout | Guessed later, if anyone can reconstruct it |
| Follow-up | Branches on the reply and feeds the record back | A manual reminder the front desk hopes to remember |
| Duplicate patients | Merged into one record so history stays whole | Two half-records that each miss half the story |
| What the front desk sees at booking | The full history the moment the patient books | A name, and a scramble to find the rest |
- Where a lead lives
- On one patient profile the whole team shares
- Split across an inbox, a sheet, and someone's memory
- Conversations
- SMS, calls, Messenger, and IG DMs in one thread
- Four apps, four tabs, four places to miss a reply
- Campaign source
- Saved from the first touch, kept through checkout
- Guessed later, if anyone can reconstruct it
- Follow-up
- Branches on the reply and feeds the record back
- A manual reminder the front desk hopes to remember
- Duplicate patients
- Merged into one record so history stays whole
- Two half-records that each miss half the story
- What the front desk sees at booking
- The full history the moment the patient books
- A name, and a scramble to find the rest
For how the CRM connects to the rest of the platform, see the full platform.
Who it's for
Built for practices that run on relationships.
Growth here depends on patients coming back, and that pattern holds whether the practice is a med spa, a dermatology group, a plastic surgery office, or a wellness and longevity clinic. Each one runs on paid ads, packed inboxes, and repeat visits, so the record has to carry a patient's whole context. When it does, the front desk stops trying to remember who came from which ad.
Practices running paid acquisition
When a lead's source rides on the record from the first touch through checkout, the practice can finally see the ad that earned a paying patient, traced through the form, the booking, and the checkout. That connection is what makes ad spend answerable to booked revenue, and it lives on the same record the front desk works from.
Front desks stretched across channels
Texts, calls, Messenger, and Instagram DMs pile up in different apps, and something always slips. One unified inbox per patient means a new hire can pick up any conversation with the full history in front of them, the way the owner would if they had the time.
Practices that live on repeat visits
Memberships, packages, loyalty, and rebooking all depend on knowing a patient's history. When purchases, points, and past visits sit on the same profile as every conversation, the follow-up that brings people back is grounded in what the practice knows about them.
The CRM is one part of the platform. Marketing, scheduling, charting, and checkout all share the same patient record, so the campaign that earned a patient and the visit that pays them off sit on one profile.
On one system
Every contact opens with its full history.
Because the med spa CRM is the patient record itself, a contact is never stranded. When a patient books, the front desk already sees their history, their source, and their next step, and when they pay, the revenue ties back to the campaign that earned it, all without re-keying a thing.
See how the CRM stacks up against practice-management software, or compare AEVA to the tools you know.
Frequently asked
What practices ask about the med spa CRM.
Straight answers to the questions practices ask most about the med spa CRM, from the channels it unifies and the way it tracks a lead's source to how it merges duplicates, automates follow-up, and ties a booking back to the marketing that earned it. Anything not covered here, we will walk through live on a demo with your practice's own workflow.
What counts as a med spa CRM inside AEVA?
The med spa CRM is the shared patient record at the center of the platform. It holds one profile per patient with their contacts, tags, appointments, packages, payments, memberships, loyalty, photos, and every conversation. Because scheduling, charting, and checkout share that same record, the CRM is the practice's operating memory, the one profile every part of the practice works from.
Which channels does the med spa CRM pull into one thread?
SMS, phone calls, Facebook Messenger, and Instagram DMs all land in one thread per patient, powered by a practice-dedicated Twilio number for texting. Calls are recorded and transcribed onto the same record. Your team replies with a saved template, attaches an invoice, requests a payment, or sends a document without leaving the conversation or switching apps.
How does the med spa CRM track where a lead came from?
The campaign, ad, form, or funnel that earned a lead attaches from the very first touch and stays on the record through booking and checkout. Meta and Google leads carry tracking parameters, so per-contact attribution ties a booked, paying patient back to the exact source. The practice can tell which marketing produced booked revenue, patient by patient.
Can the med spa CRM merge duplicate patient records?
Yes. When the same patient shows up twice, once from an ad form and once as a walk-in, the CRM merges the two records so their history stays whole on one profile. Bulk tools also handle segments in a single pass: tag, export, add to a campaign, or send bulk SMS and email, with each run logged per recipient for success, error, and do-not-disturb.
Does the med spa CRM automate patient follow-up?
It does. Campaigns sequence multi-step outreach with timing you set, and each step branches on the patient's reply, positive, negative, unsure, or no response. The moment a patient answers, the campaign steps aside and the conversation surfaces in the unified inbox for a person to take over, so automation handles the reminders and a human handles the relationship.
What sits on a patient's contact card in the med spa CRM?
The contact card carries the patient's details and tags, upcoming and past appointments, packages owned, full transaction history with spending stats, memberships, loyalty points, allergies and skincare notes, before-and-after photos, signed charts and consents, and a complete activity log. Every conversation across every channel sits on the same card, so the whole history opens on one screen.
Does the med spa CRM connect to scheduling and payments?
Yes, and that connection is the point. The CRM shares its record with the scheduler and the point of sale, so a booking made from a campaign becomes a scheduled visit and then a checkout without anyone re-entering a name. When a patient pays, the sale posts to their card and ties back to the source, closing the loop between marketing and booked revenue.
See the med spa CRM keep every patient in one place.
See the CRM run as the patient record the whole team shares. Bring your current front-desk workflow and we will walk through how leads, conversations, bookings, and revenue stay tied together on one profile, so you can judge how much handoff work it takes off your team's plate.