Cases/Med Spa/Level 3 · Advanced
Med Spa · Level 3Advanced · VIP clients, referrals and history-based upsell

More revenue per client, more clients from referrals — automatically

For med spas that already convert their leads well and want to grow from within: retain current clients, make them return more often and turn them into the best source of new clients.

+35%

Revenue from upsell & referrals

2x

Visits per client per year

0 min

VIP program management

15–20%

Leads from referrals

The problem this level solves

A med spa with the Complete system already captures, converts and reactivates clients automatically. The next level is growing more profitably: increasing the value of each existing client and using those clients' satisfaction to attract new ones.

Acquiring a new client costs 5 to 7 times more than retaining an existing one. This system invests in retention and loyalty — generating more revenue from the client who already trusts the med spa.

5–7x

more expensive to acquire a new client than to retain an existing one

1.2x

visits per client per year without a loyalty system

< 5%

of med spas have an active, automated referral program

What gets added to the Complete level

Six additional capabilities focused on retention, upsell and organic growth through referrals.

🏗️

Includes everything from the Proactive level, plus:

Multi-platform, full qualification, pre and post-treatment instructions, review requests and 60-day reactivation.

🎂+A

Birthday protocol

Automatic message in the client's birthday month with a special offer. Builds loyalty effortlessly.

💎+B

VIP segmentation

Clients with 3 or more treatments receive differentiated treatment: early access to new treatments, exclusive offers.

🔗+C

Automated referral system

Satisfied clients receive a message inviting them to refer friends, with a clear benefit for both parties.

⬆️+D

Treatment history upsell

15–30 days post-treatment, the system suggests the most suitable complementary treatment based on what the client has already done.

📊+E

Monthly retention report

Automatic summary with estimated revenue by channel, most requested treatment, new vs. returning clients and retention rate.

🔁+F

Differentiated reactivation

VIP clients reactivated with premium offer at 45 days; new clients reactivated with first-time discount at 30 days.

Expected result

+35%

additional revenue from upsell and referral program

2x

visits per client per year through segmented reactivation

0 min

manual management of the loyalty program

What we automate exactly

✓Everything from the Complete Level included (multi-platform, qualification, pre and post-treatment, reviews, reactivation)
✓Multi-therapist scheduling with independent availability per specialist and treatment type, with automatic buffers between sessions
✓Automatic birthday message with special offer in the corresponding month
✓Automatic VIP client segmentation (3 or more treatments)
✓Exclusive offers and early access for VIP clients
✓Referral program: message to satisfied clients inviting them to refer friends
✓Referral follow-up: bonus confirmation when friend books
✓Smart upsell: complementary treatment based on client history
✓Differentiated reactivation: VIP at 45 days, new clients at 30 days
✓Real-time operations dashboard: occupancy per therapist, most profitable treatments, retention rate and revenue for the period
✓Automatic monthly report: revenue by channel, most requested treatments, retention
✓Integration with the spa billing or POS system for automatic service registration
✓Team notification for each converted referral for VIP follow-up

Your current clients are your best acquisition channel

Book a free consultation and we'll design together the loyalty and referral program for your med spa.

I want this level for my Med Spa

Other levels for Med Spa & wellness

Level 1 · EssentialLevel 2 · CompleteLevel 3 · Advanced