Taskingos App Store
Medical Spa Client Journey CRM
Track leads, consultations, treatment plans, memberships, post-visit follow-ups, and rebooking.
Built for operators
Launch the workflow first, then refine it around your team.
A med spa operations starter for client journey follow-up, consultation readiness, memberships, and rebooking tasks.
Keep Clients and follow-up work in one view.
A med spa operations starter for client journey follow-up, consultation readiness, memberships, and rebooking tasks.
01Give every handoff an owner and a next step.
Keep client follow-up consistent
02Use Consults Pending to catch stuck work early.
Operators can review queues, open work, owner workload, and exceptions before customers feel the delay.
03Portal-lite included
Give clients a clean place to send information back.
This app installs with a configurable portal for secure account access, public forms, requested uploads, status views, and account-scoped records. Admins can decide which internal records, fields, forms, and files appear outside the workspace.
Forms and uploads flow into the installed app with mapping back to records.
Only approved fields, statuses, pages, and files are visible to the signed-in portal user.
Workspace admins tune portal labels, accent color, email subjects, modules, and data scope.
What installs
A ready operating system, not a blank template.
Install the starter and get the working surfaces first: records, workflow stages, reports, and integrations. Then adjust fields, owners, and timing around your real team.
01
The shared source of truth
Records
Give the team clean places to keep the operational details that drive the workflow.- Clients
- Consultations
- Treatment Plans
- Memberships
02
The process your team follows
Workflows
Move work through visible stages with owners, timing, and follow-up queues.- Lead Consultation
- Treatment Plan Follow Up
- Post Visit Check In
- Rebooking Reminder
03
The views operators check
Reports
Surface open work, stuck follow-ups, aging queues, and the next priorities.- Consults Pending
- Membership Follow Ups
- Rebooking Queue
04
The handoffs around the app
Integrations
Connect the starter to the tools your team already uses for communication and files.- Slack
- Google Workspace
How it works
Start from a complete app, then make it feel native to your business.
Install the starter, review the included structure, then customize ownership, timing, saved views, notifications, and reporting before the team starts using it.
Lead Consultation
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Treatment Plan Follow Up
Turn loose follow-up into owned work with queues, reminders, saved views, and clear next actions.
Post Visit Check In
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Rebooking Reminder
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Operator customization
Ask the operator to shape this app around your exact business.
The starter gives you the structure. The operator helps translate it into your real roles, approval rules, customer language, follow-up timing, and weekly reporting rhythm.
- Keep client follow-up consistent
- Protect rebooking opportunities
- Track consultations and memberships together
Customize this med spa CRM with lead consultations, treatment plan follow-ups, memberships, post-visit check-ins, and rebooking.
Use this app as your starting system.
Start with the included structure, then tune the app around your customers, team, workflows, integrations, and reports.