Lead Management

AI-Powered Caller Screening and Qualification for Medical Spa Treatments

Let AI qualify every inbound inquiry by treatment type, client history, and urgency. Route serious prospects and repeat clients to your team while automating routine questions.

Ask targeted discovery questions about treatment interest and skin goals
Screen for repeat client vs. new inquiry to personalize conversation
Identify contraindications or special medical considerations early
Estimate treatment cost and discuss package options before provider consultation
Flag VIP clients, referrals, and high-value inquiries for priority handling
Log all qualification data for your team's callback or appointment notes

How it pays back

Pre-Qualify Leads Before Your Team Touches Them

The AI conducts initial screening, learning what treatment the caller wants, whether they're a candidate, and if they're ready to book or need more information. Your team focuses on closing qualified prospects.

Identify At-Risk Clients Early

Medical history and medication questions flag clients who may need a provider consultation before treatment (e.g., blood thinners, pregnancy, active skin conditions). Prevents no-shows and safety issues.

Segment Callers by Value and Urgency

The AI recognizes repeat VIP clients, referrals, and urgent requests and routes them to your team immediately. Routine questions are handled by AI; high-touch inquiries get human attention.

Faster Consultation Scheduling

By the time a qualified caller reaches your team, they're ready to schedule. No back-and-forth on availability or treatment options—just confirm the appointment.

Every caller qualified

Treatment type, history, and readiness documented before staff callback

Structured intake

Medical history, allergies, and contraindications captured on first call

VIP & referral flagged

High-value inquiries routed to your team for priority follow-up

Clinical safety built in

Medication and health screening questions asked consistently

Frequently asked questions

How does the AI know which questions to ask for different treatments?

Your treatment menu is pre-configured with screening questions specific to each service (e.g., Botox candidates are asked about prior procedures; laser clients about sun exposure). The AI adapts questions based on caller responses.

What if a caller has a medical condition that needs provider review?

The AI captures the medical detail and flags the inquiry as 'Provider Consultation Required.' Your team receives a summary and calls the client back with guidance before booking.

Can the AI discuss package pricing and discounts?

Yes. Your pricing matrix and package details are loaded into the system. The AI can quote treatments, discuss packages, and mention any active promotions. Custom pricing decisions go to your team.

How do you track which inquiries became paying clients?

Call data is captured and returned as a structured summary for your team to review. When a qualified caller books and completes their appointment, that conversion is tracked alongside the original inquiry source and AI screening notes in your practice management system.

What happens if a caller is not a good fit for treatment?

The AI recognizes contraindications or exclusion criteria and informs the caller that a provider consultation is needed. Your team can reach out to discuss options or refer them to the appropriate provider if needed.