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💆 GoHighLevel snapshot · Med Spas & Aesthetics

Med Spa snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
Lesson 1

Install the Snapshot and Brand It for Your Practice

Lesson 2

Respond to Every Consultation Inquiry Fast

Lesson 3

Book Consultations and Reduce No-Shows

Lesson 4

Follow Up on Every Treatment Plan

Lesson 5

Reviews, Referrals and Welcoming Patients Back

Lesson 6

Launch Rebooking Intervals and Memberships

Lesson 1 of 6

Install the Snapshot and Brand It for Your Practice

Load the snapshot, enable privacy settings and make every message sound like the practice.

  1. Load the snapshot from Agency view > Account Snapshots > Imported Snapshots
  2. Enable HIPAA features on the sub-account if your plan offers them
  3. Fill in Settings > Business Profile and confirm the time zone
  4. Complete every value in Settings > Custom Values with approved offer wording
  5. Review the 7 med spa fields in Settings > Custom Fields
  Settings → Custom Values
Settings → Custom Values
Lesson 2 of 6

Respond to Every Consultation Inquiry Fast

Make sure every inquiry and missed call gets a prompt, privacy-conscious reply.

  1. Open Sites > Forms > Builder and keep the form to contact and scheduling questions
  2. Add a consent-to-text checkbox to the form
  3. Review the speed-to-lead copy in Automation > Workflows > 01
  4. Confirm the missed-call text-back in Workflow 02 is published
  5. Test with your own phone and email
  Workflow 01 · Speed-to-Lead
Workflow 01 · Speed-to-Lead
Lesson 3 of 6

Book Consultations and Reduce No-Shows

Fill provider calendars and make sure patients show up.

  1. Open Calendars > Calendar Settings > Complimentary Consultation
  2. Assign providers and set availability and buffers
  3. Add your cancellation policy to the calendar description
  4. Review confirmations and reminders in Automation > Workflows > 04
  5. Review the gentle rebooking texts in Workflow 05
  Calendars
Calendars
Lesson 4 of 6

Follow Up on Every Treatment Plan

Move every consultation to a decision without pressure.

  1. Open Opportunities > Pipelines and review the Consult Booked to Won stages
  2. Use plan totals as opportunity values and keep clinical details out of deal names
  3. Move a test deal to Treatment Plan Sent to start Workflow 07
  4. Route the Workflow 18 stale deal alert to the practice manager
  5. Review open plans in a weekly team huddle
  Opportunities → Pipelines
Opportunities → Pipelines
Lesson 5 of 6

Reviews, Referrals and Welcoming Patients Back

Grow reviews and referrals and bring lapsed patients back.

  1. Connect Google Business Profile in Settings > Integrations
  2. Copy the review link into Settings > Custom Values
  3. Review the feedback split in Automation > Workflows > 11
  4. Check your state's rules on referral rewards before turning on Workflow 12
  5. Tag a test group of lapsed patients 'start reactivation' to launch Workflow 14
  Reputation
Reputation
Lesson 6 of 6

Launch Rebooking Intervals and Memberships

Keep patients rebooking on schedule and grow your membership base.

  1. Set Rebooking Interval and Next Service Due for patients after each visit
  2. Tag patients due to rebook 'service due' each week to run Workflow 19
  3. Filter Contacts by Membership Status = Not a member with 2+ visits and tag them 'niche campaign' to start Workflow 21
  4. Watch replies in Conversations and call interested patients
  5. Review rebook and membership KPIs on the Dashboard monthly
  Contacts
Contacts

Launch your next med spa client this week

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.