Med spas
Follow up on packages and memberships
Packages usually slows down when package balances, membership status, treatment plans, appointment history, and client replies do not tell the same story, or when a package session is due, membership is expiring, or cadence falls behind. Imagine keeps those sources in view, prepares a client list, recommended next treatment, and follow-up draft, and separates the ready work from the judgment calls. After review, the approved update goes back to the CRM and client message thread, so retention follow-up sounds like you, not promotional spam.
The manual reality today
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01
The packages handoff starts cold
package balances, membership status, treatment plans, appointment history, and client replies each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
Small packages delays become customer-facing
When a package session is due, membership is expiring, or cadence falls behind, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
Packages decisions are hard to retrace
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
Collect live packages context
Imagine watches package balances, membership status, treatment plans, appointment history, and client replies for new activity, stale items, and changes that affect the work.
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02
Group the facts for packages
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Prepare the packages response
Imagine drafts a client list, recommended next treatment, and follow-up draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Close the loop on packages
After review, approved actions are recorded in the CRM and client message thread with the context, approver, and timestamp preserved.
Works with the tools you already run
- Boulevard
- Zenoti
- Vagaro
- Klaviyo
- Square
- Stripe
What changes
The packages queue starts warm
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Packages follow-up feels consistent
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Managers can trust the packages trail
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle packages?
Imagine watches package balances, membership status, treatment plans, appointment history, and client replies, spots when a package session is due, membership is expiring, or cadence falls behind, and prepares a client list, recommended next treatment, and follow-up draft for review. Approved actions sync back to the CRM and client message thread with the supporting context attached.
When does packages need a person?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the CRM and client message thread is updated.
Can this use our current packages systems?
This workflow can connect to systems such as Boulevard, Zenoti, Vagaro, Klaviyo, Square, Stripe. Imagine works on top of those tools instead of replacing the system of record.
How does the packages queue change the day?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so retention follow-up sounds like you, not promotional spam.