Med Spa Consult CRM
Med Spa Consult CRM with Rebook Dates. Move each consult from request to booked treatment and see who is due to rebook. Free to clone.
Med Spa Consult CRM is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Dewdrop. Its automations include Rebook radar, Follow-up digest and Prep note draft.
by @taskade
What you can do with Med Spa Consult CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Med Spa Consult CRM works
- Rebook radar: when Fridays at 4 PM, then Find rebook windows opening in the next 14 days and Join the clients into a list.
- Follow-up digest: when Weekdays at 8 AM, then Find consults done 3 days ago with no plan and Join the leads into a list.
- Prep note draft: when a lead is set to Booked, then Dewdrop drafts the prep note and Comment the draft on the lead.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Dewdrop
- Automations: Rebook radar, Follow-up digest, Prep note draft
- Workspace: 4 projects, 1 AI agent, 3 automations