Medspa AI · Demo Medspa

1

Business profile

Used to identify the active medspa workspace and prepare pilot handoff details.

Business / workspace name Business phone Website

2

Public intake link

Tenant Intake v1: every lead enters this workspace only, using this workspace’s booking, consent, services, AI rules, and follow-up settings.

Workspace URL slug Enable public intake page Public intake URL Future Twilio sender number Future Twilio Messaging Service SID

Early pilots can share one Twilio sender. Long term, these optional routing fields let inbound replies map directly to the right workspace.

3

Booking setup

Start universal: manual request/link/webhook modes for pilots, direct provider adapters later.

Booking provider type Booking mode Booking link Zapier / Make webhook URL Manual slots

4

Services, pricing, and FAQs

Gives the AI enough context to qualify leads without guessing or overpromising.

Services offered Pricing notes / ranges FAQs / common objections

5

Compliance and AI behavior

Keeps SMS opt-in language and clinic-specific boundaries visible before launch.

SMS consent language AI rules / clinic preferences Pricing behavior Booking CTA behavior Promo policy Words / claims to avoid Custom AI instructions

Human review triggers

Medical advice, complications, symptoms, pregnancy, contraindications Complaints, angry messages, bad reviews, dissatisfaction Pricing objections or negotiation requests Lead asks for a human, manager, owner, call, or front desk Before/after photo requests or result guarantees Contraindication or eligibility questions Refunds, chargebacks, legal threats, attorneys

6

Follow-up rules

Workspace-specific rules keep one shared cron safe for many medspas.

Enable automated follow-ups Max attempts Cadence preset Custom cadence minutes Stop after the lead replies Business-hours-only sending Respect quiet hours Quiet hours start Quiet hours end Timezone

Preview: 10 min → 1 day → 3 days

7

Voice controls

Simple controls keep pilot copy consistent while still sounding human.

Tone style Warmth level Emoji level Max SMS sentences