A CRM and dashboard for your med spa
A good med spa CRM answers three questions each morning: who asked and has not booked, who is due for a repeat treatment, and who has a package running out. Westward builds a custom AI CRM that reads inquiries, keeps a short brief on each client and drafts replies you approve. Nothing sends until a person presses Send.
Talk through your med spa with the person who builds it
A free 30-minute call. You leave knowing which part of your med spa to hand to AI first, what we would build, and roughly how long it takes.
One page per client
Treatments received, preferred provider, last visit, forms on file and next step, all on one screen. No hunting through the inbox, the booking app and a spreadsheet.
A morning list that matters
The dashboard shows new inquiries, consults without a follow-up, clients due for a repeat visit and expiring packages. It turns a pile of data into a short list of people to contact today.
Privacy by design
Because it is built for you, you decide who can see what. The front desk does not need to see clinical notes, and a marketing contractor does not need to see anything health related.
Picture this
Examples of what it can look like. Illustrations, not clients.
Monday’s list shows four inquiries from the weekend, each with a draft reply ready.
The owner sees how many consults turned into treatments this month, without building a spreadsheet.
A new front desk hire can see exactly what has been said to a client, so nobody asks the same question twice.
The rules that apply, in their own words
“A covered entity or business associate may not use or disclose protected health information, except as permitted or required by this subpart”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 45 CFR § 164.502 (HIPAA Privacy Rule): When patient information may be used or shared, including by vendors.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your med spa with the person who builds it
A free 30-minute call. You leave knowing which part of your med spa to hand to AI first, what we would build, and roughly how long it takes.
Questions
Does it replace my booking software?
Not necessarily. It can sit beside it and pull in what it needs.
Who owns the data?
You do. It runs on accounts you control, and pricing is a fixed price in writing, with no hourly billing.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses