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BEYOND CLINIC

Aesthetic & med-spa

Run consults, treatments, and follow-ups without losing context

Beyond Clinic keeps charts, media, scheduling, and pipeline aligned so your front desk and providers always see the same patient story.

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Consult-through-retail continuity

Four shifts teams notice when marketing, clinical, and billing finally share one patient thread.

  • Session-linked media and consents stay on the visit block — not in a side folder the injector never opens.
  • Rooms, providers, and devices read one calendar truth so the desk is not guessing suite availability mid-day.
  • Pipeline stages from DM to booked consult age in one place owners can review without exporting CRM screenshots.
  • Utilization and revenue signals inherit from the same bookings your front desk already confirmed.

Operational signals

What high-performing aesthetic teams align on first

  • 1 vault

    Single patient thread across consult, treatment, and billing touchpoints

  • Same shift

    Pipeline stage visible when the injector opens the visit block

  • Tasks → slots

    Follow-ups land on the calendar instead of owner DMs

Workspace map

Open the product tours this playbook stresses

Each card links to a deeper guide — then validate the same surfaces inside your trial tenant.

Patient vault & media

Charts, consents, and session-linked photos the whole team references before needles touch skin.

Open area →Suite scheduling

Rooms, providers, and devices share one calendar truth so the desk is not guessing chair availability.

Open area →Consult pipeline

Stages from DM to booked consult with owners watching aging and conversion without exports.

Open area →Portals & entitlements

See which clinic, staff, finance, and inventory surfaces unlock per package before you invite the team.

Open area →

Live navigation follows your Stripe package — trial tenants may hide portals your plan has not unlocked yet.

Consult → discharge

Aesthetic days where the desk and injector read the same story

High-touch consults, recurring tox or filler, and retail touches stay on one patient thread instead of three apps.

  1. 1

    Open the day

    Pipeline stages show who still needs a slot; arrivals check off against the same calendar providers see in suites.

  2. 2

    Treat with context

    Rooms pull the active chart; consents and imaging stay attached to the visit block on the schedule.

  3. 3

    Close the loop

    Rebook prompts, package balances, and utilization views read from the bookings you just finished.

Same workspace, different lens

How owners, desk, and injectors share one system

  • Owners / directors

    Fill rate by provider or room, pipeline aging, and branch rollups without exporting to spreadsheets.

  • Front desk & concierge

    Lead capture, holds, and arrivals tied to the same pipeline the owner reviews nightly.

  • Injectors & RNs

    Today’s chart with treatment history and media without bouncing through shared drives.

Worried about staff adoption?

The workspace mirrors how aesthetic clinics already work — patients, calendar, pipeline, and billing entry points stay connected. Most teams are productive within the first session.

Get started

Schedules, charts, and pipeline — in one workspace.

Join the waitlist to be contacted when a trial seat opens for your clinic type and region. Prefer a human conversation first? Talk to our team.

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