Med Spa AI Receptionist Integrations: What Works Today
Direct med spa software connections are not live yet; your receptionist provides email summaries, dashboard records and Google Calendar booking. Try the demo, then assess how those tools would fit your team's current appointment and callback process.
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Email, app alerts, dashboard records and calendar booking
Today's workflow gives you call records by email, app push and dashboard, plus appointment booking into Google Calendar. Your team enters relevant details into its practice software where needed.
- Call alertsReceive summaries, urgency tags, transcripts and recordings after calls.
- Dashboard reviewOpen call records alongside your usage and receptionist settings.
- Calendar bookingBook appointments into Google Calendar or request a callback.
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Your receptionist can answer a consultation inquiry, book into Google Calendar and send your team the call record. If you want appointments arranged by staff, choose message taking instead. The summary gives your team information to enter into the system it already uses.
That distinction matters when you plan the handoff. A calendar appointment does not create a record in your practice software through our service. Decide who will review call summaries and enter the necessary details before forwarding your number. The consult booking page explains the booking option in more detail.
Practice software status: no direct connections yet
Boulevard, Zenoti, Mangomint, Vagaro, AestheticsPro, Aesthetic Record and PatientNow are not connected yet. Tell us which one your spa uses and what you need your team to do after a call.
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The status is the same for each listed product: no direct connection is live. That includes Boulevard, Zenoti and Mangomint; Vagaro and AestheticsPro; and Aesthetic Record and PatientNow. We do not write caller details or appointments into those products for you.
Tell us your software name and the task that takes time after a call. A useful request might describe copying a consult request from a summary into your appointment workflow. Direct connections are planned according to demand. For now, judge the service using the email, dashboard and calendar options available today.
- Current statusNo direct practice software connections are available at launch.
- Manual entryYour team can enter details from the call summary.
- Your requestName your software and describe the handoff you need.
Assign the handoff from call summary to your software
Choose someone to review call records and enter details into your existing software. Use the receptionist for intake, messages and optional calendar booking, with clinical calls routed directly to your clinician.
- 1Named responsibilityDecide who checks incoming summaries during each working period.
- 2Booking choiceUse calendar appointments or let staff arrange the callback.
- 3Urgent routeKeep clinician escalation separate from routine software entry work.
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Build a small handoff around the call summary. A fictional patient, Taylor, asks for a consultation while your front desk is occupied. Your receptionist can collect the request for a callback, and your team can review the record before entering the appointment into its own software.
If you choose Google Calendar booking, decide how your team will carry that appointment into its main scheduling process. A post-treatment concern follows your clinician escalation instructions immediately. Use a test call during setup to check both the routine handoff and the urgent route before live forwarding.
Requests guide which direct connections we plan
We plan direct connections according to demand from businesses using the service. Tell us which software you use and the specific call task a connection would help your team complete.
- Name the productTell us which software your spa uses today.
- Describe the taskExplain what staff enter after a consultation inquiry.
- Plan for trials openingChoose your future trial workflow using currently available features.
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Your request helps us understand where a direct connection would matter in a med spa's working day. Describe the information your team needs after a call and where staff currently enter it. A clear task is more useful than a software name alone.
Demand guides planning, and we have no connection release date to offer here. Decide whether today's workflow fits before starting. You can send your software request to [email protected] and use the current service walkthrough to review the features available for your trial.
Frequently asked questions
Can you book appointments in our practice software?
Direct booking into practice software is not available. Your receptionist can book into Google Calendar, or take the details for staff to arrange an appointment. Your team handles any entry into its practice software, using the call summary and other records we provide.
How do we get messages without a direct connection?
Each call produces an email and app push notification containing a summary, urgency tag, transcript and recording. You can also review calls in the dashboard. Assign someone to use those records for callbacks and for entering relevant details into the software your spa already uses.
Can we keep our existing business phone number?
Yes. You keep your business number and forward calls to the receptionist using the guide for your carrier or phone system. Choose all calls, no-answer calls, busy calls or after-hours calls. Phone forwarding works separately from the manual handoff into your practice software.
Can urgent calls reach our clinician without software entry?
Yes. Urgent calls use your configured warm transfer or paging route, in the order you set. With a warm transfer, the on-call person hears a short summary and presses 1 to accept. A post-treatment reaction is directed to the clinician now, with emergencies sent to 911.
Can we test the workflow before using it for real calls?
Yes. Start with the browser demo to hear a fictional consultation or price inquiry. Request a free trial; we email the sign-in link when ready, then you supply your business information and test before going live. Check how the summary reaches your team and how staff would enter it into your existing software.
Try the call, then check your handoff
Hear the browser demo and review the available workflow. Request a free trial when your team has chosen how to handle summaries and appointment details.