Dental
New patient offers, hygiene recall and unscheduled treatment.
Health and wellness
The Med spa GoHighLevel snapshot kit
Consults booked, packages tracked, memberships renewed.
Aesthetics runs on repeat treatment, not one-off leads. This kit is built around the consult-to-treatment path and the package and membership tracking that keeps a client coming back for the second, sixth and twelfth appointment.
- 24 workflows
- 7 funnels
- 3 pipelines
- 38 templates
Everything included in the Med spa kit
7Funnels and websites
24Workflows
3Pipelines
4Calendars
11Forms and surveys
38Email and SMS templates
46Custom fields
22Custom values
Built for how med spas and aesthetics clinics actually sell
A med spa sells a consultation first and a treatment plan second, so the whole snapshot is shaped around that gap. Consult requests route by treatment interest, deposits hold the chair, and package balances live on the contact record so the front desk can see how many units or sessions remain without opening a second system.
- Mapping treatment interest to the right provider calendar
- Building package and unit balance tracking from scratch
- Writing 38 aftercare and recall messages
Primary pipeline
- New enquiry
- Consult booked
- Consult attended
- Treatment plan sent
- Deposit paid
- Treated
- Rebook due
The 24 workflows inside
These ten do the heavy lifting. The remaining 14 handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Consult request to booked appointment
- Treatment interest routing by service
- Deposit collected, chair held
- Pre-treatment prep instructions
- Post-treatment aftercare series
- Package balance low, rebook prompt
- Membership renewal 14 days out
- No-show recovery with one-tap reschedule
- Seasonal treatment promotion
- Lapsed client reactivation at 90 days
The 7 funnels
- Treatment consult booking funnel
- New client intro offer
- Membership enrolment page
- Package and pricing menu
- Referral reward page
- Event and open house RSVP
- Gift card purchase page
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How to install it
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: 22 custom values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Six modules, as in every kit
- Funnels and websites
- Automations
- Pipelines
- Calendars and booking
- Forms and surveys
- Email and SMS
Med spa snapshot questions
Yes. Package balances and membership renewal dates are stored as custom fields on the contact, and three workflows watch them: low balance, renewal at 14 days, and renewal failure. You connect your own payment processor.
The forms collect the fields a med spa normally asks for at booking, not clinical records. HIPAA compliance depends on your HighLevel plan and your own BAA, so keep clinical notes in your EMR and use this snapshot for scheduling and marketing.
Yes. Location is a custom value, so you can import the snapshot into one sub-account per location and change the location values without touching the workflows.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Take the med spa kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all sixteen and every kit we ship afterwards, for less than four bought separately.