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IndustryUpdated 2026-07-06

AI agents for medical spas

AI agents alongside Aesthetic Record and Zenoti. Consult conversion, package tracking, and rebooking run so med spas grow revenue while staying compliant.

Systems of record this works alongside

Aesthetic RecordBoulevardZenotiPatientNow

Starter workflows

Consult-to-treatment conversion

Follow up on consultations and inquiries with a drafted cadence, answer routine questions, book the treatment, and nudge undecided leads, so consults convert to booked treatments instead of drifting off.

Package and membership tracking

Track treatment packages, memberships, and series against what has been used, prompt clients to book their next session, and flag expiring packages, so purchased treatments get used and revenue is recognized.

Rebooking and retention

Prompt clients to rebook maintenance treatments at the right interval, draft the outreach, and re-engage lapsed clients, so the recurring treatment pattern that drives med-spa revenue holds.

Pre and post-treatment communication

Send pre-treatment instructions and post-treatment follow-up, flag anything the client reports for the provider, and keep the record current, so clients are prepared and cared for between visits.

High-value treatments turn on conversion and rebooking

A medical spa sells high-value treatments and memberships, and its growth turns on converting consultations and keeping clients on a rebooking cadence, both of which are follow-up problems a busy front desk struggles to run. Ceven runs the conversion, the package tracking, and the rebooking against Aesthetic Record, Boulevard, or Zenoti, so the med spa grows without dropping follow-up. The practice system stays the record; Ceven drives the outreach around it, logged and privacy-first.

Packages that get used and recognized

Clients buy treatment packages and series up front, and unused sessions are both deferred revenue and a retention risk when a client forgets what they paid for. Ceven tracks the packages against usage, prompts clients to book their next session, and flags expiring packages, so the treatments get used and the revenue is recognized. The front desk approves the outreach; Ceven keeps the packages from lapsing unused.

Care and compliance around every treatment

Med spas sit at the intersection of retail and medicine, so pre and post-treatment communication is both a client-care and a documentation matter, and anything a client reports needs to reach the provider. Ceven sends the pre and post-treatment instructions, flags anything the client reports for the provider, and keeps the record current, so clients are cared for between visits. Client health data stays inside the tenant with a HIPAA-aligned posture, and clinical judgment stays with the provider.

Frequently asked

Does the agent give medical or treatment advice?

No. All clinical judgment and medical communication stay with the provider. Ceven handles conversion, package tracking, rebooking, and routine pre and post-treatment messaging.

Does this work with Aesthetic Record and Zenoti?

Yes, both on the standard adapter, along with Boulevard and PatientNow. Ceven reads the schedule and package data and drafts around the practice system.

How is client health information handled?

It stays inside the practice's tenant with encryption at rest and row-level security, every access is logged, and Ceven maintains a HIPAA-aligned posture around the system of record.

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