Consults & reminders
Fill consults without turning the front desk into a treatment menu.
Med spa phones sell consults, not procedures. EXCEL books the visit types you allow, captures the treatment interest at a high level, and leaves clinical eligibility with providers. Reminders are a messaging path when connected.
Turn social interest into a consult on the calendar, not a voicemail.
This is administrative support: scheduling, office information, and routing. It is not medical or veterinary advice, not a diagnosis, and not a claim of HIPAA certification — that is only in scope when a system is formally designed for it.
Elliot is a live receptionist demo. This industry is usually a working session first.
Calls a med spa actually gets
Consult
What’s the downtime?
Laser / injectables interest
Do I need a consult first?
Reschedule
Do you take membership?
Package remaining
Package remaining is a real inbound conversation for a med spa — captured with your fields, not a generic script.
Reaction — human/clinical
Reaction — human/clinical is a real inbound conversation for a med spa — captured with your fields, not a generic script.
Workflows worth automating in Med spas
New consult vs existing treatment → service family → provider rules The exits are yours.
Primary path
New consult vs existing treatment → service family → provider rules
Scheduling rules
Needs on the board: Consults vs chair time; Provider-specific injectables.
Qualification filter
Ask every time: Service interest; First time vs existing; Consult required.
How EXCEL could work in a med spa
Industry knowledge is a starting point. The build follows how this company already operates.
Consult booking
Consult no-shows
Reminders
Treatment vs consult confusion
Series follow-up texts
After-hours Instagram DMs that become calls
Hypothetical: first consult request
Illustrative. Not a treatment recommendation.
I want filler this weekend. Can I just come in?
The office books a consult first unless you are an established patient for that treatment — I’ll follow those rules. Have you been here before?
Same-week injectables are a provider decision. The agent does not recommend a product or quote a cc.
Nights, weekends, and overflow
Weekend promo callers Overflow and nights use the same knowledge as daytime — It does not diagnose or give medical advice.
What gets configured
- Your meaning of “consult” — not a generic glossary
- Your meaning of “series” — not a generic glossary
- Your meaning of “provider” — not a generic glossary
- Your meaning of “downtime” — not a generic glossary
- Intake field: Service interest
- Intake field: First time vs existing
- Intake field: Consult required
- Hours, service area, and what you do not do
When a person has to take it
clinical, diagnostic, or medication questions. Anything missing from approved knowledge. Billing disputes, threats, and conversations you mark human-only.
Plan details live on the pricing page. Current plans are listed there.
EXCEL services that fit Med spas
The EXCEL services that usually fit this kind of work.
- AI Scheduling AgentScheduling AI that helps customers request or book appointments using the business’s hours, rules, and connected calendars when those connections are available.
- AI Texting / Messaging AgentSMS and messaging follow-up that uses approved copy, captures replies, and hands the thread to a person when the conversation needs one.
- AI Follow-Up AgentKeeps quotes, missed calls, and unfinished conversations from dying in a notebook — using the cadence and copy you approve.
- AI ReceptionistA custom AI receptionist that answers calls, handles approved questions, captures leads, routes callers, and supports scheduling around how the business already works.
AI workflows for this industry
Dedicated service × industry pages — only when the workflow is actually different.
Related industries
Guides for this work
EXCEL implements from Troy, Michigan and remotely for companies across the United States. See markets.
Questions for this industry
Will it recommend a filler?
No. It books a consult with a qualified provider.
Can it recommend a treatment?
No. It can book a consult and capture what you are interested in. Providers decide.
How would it handle a “consult” call?
Using your workflow: New consult vs existing treatment → service family → provider rules. It does not diagnose or give medical advice.
Can it answer after hours for a med spa?
After-hours coverage is a typical build. Example from this trade: Weekend promo callers. You decide what is urgent enough to page someone.
Can it help with consults vs chair time?
It can always collect a complete request. Live booking happens when a calendar or scheduling system can be securely connected. Rules for consults vs chair time and provider-specific injectables are part of the build.
What does it ask before routing a med spa lead?
You define the list. Typical fields in this catalog: Service interest, First time vs existing, Consult required. Unqualified work can still be treated politely.
Is this HIPAA certified?
Do not assume HIPAA certification. Administrative scheduling and routing can be built; a formally designed compliance program is a separate, explicit scope.
Does this replace the people at a med spa?
No. It covers overflow, after hours, and the questions you already answer the same way. Judgment, exceptions, and regulated conversations stay with people.
Protect the provider’s chair. Let the phone collect the consult.
Bring the real call types. We will tell you what belongs in an agent and what should stay with people.