Med spas
Book consult requests with provider context
Consult requests usually slows down when web forms, DMs, booking requests, client profiles, provider calendars, and service rules do not tell the same story, or when a prospective client asks about a treatment or consult. Imagine keeps those sources in view, prepares a consult summary, provider match, and booking response draft, and separates the ready work from the judgment calls. After review, the approved update goes back to the booking system and CRM, so good-fit consults book quickly with the right provider.
The manual reality today
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01
Too many tabs before consult requests can move
web forms, DMs, booking requests, client profiles, provider calendars, and service rules each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
Consult requests can stall until someone notices
When a prospective client asks about a treatment or consult, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The consult requests history is hard to defend
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Read the consult requests signals
Imagine watches web forms, DMs, booking requests, client profiles, provider calendars, and service rules for new activity, stale items, and changes that affect the work.
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02
Separate routine consult requests work from judgment
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Draft the next consult requests touch
Imagine drafts a consult summary, provider match, and booking response draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Write the consult requests result back
After review, approved actions are recorded in the booking system and CRM with the context, approver, and timestamp preserved.
Works with the tools you already run
- Boulevard
- Vagaro
- Aesthetic Record
- Zenoti
- Klaviyo
What changes
Decisions around consult requests surface sooner
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Consult requests communication feels less random
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
The consult requests record is easier to explain
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle consult requests?
Imagine watches web forms, DMs, booking requests, client profiles, provider calendars, and service rules, spots when a prospective client asks about a treatment or consult, and prepares a consult summary, provider match, and booking response draft for review. Approved actions sync back to the booking system and CRM with the supporting context attached.
What parts of consult requests can stay manual?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the booking system and CRM is updated.
Which tools feed consult requests?
This workflow can connect to systems such as Boulevard, Vagaro, Aesthetic Record, Zenoti, Instagram, Klaviyo. Imagine works on top of those tools instead of replacing the system of record.
How does consult requests feel different?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so good-fit consults book quickly with the right provider.