Give your clients one branded place to book a visit, fill out their intake, and see their treatment history — instead of texting you back and forth. Med spa is the single most-covered vertical in 2026 AI-CRM and reputation content, and owners want a unified front-desk surface that runs the reminders and post-visit follow-ups so staff don't have to. Describe your spa to Taskade Genesis and it builds a live, password-protected portal in minutes — no developer, no six-vendor software stack.
TL;DR: A med spa client portal is one branded login where clients book treatments, complete intake forms, and view their treatment history. Taskade Genesis builds it from a prompt — booking, records, an AI agent for pre and post-visit follow-up, and automated reminders — so your front desk stops texting back and forth. Build yours free →
What Is a Med Spa Client Portal?
A med spa client portal is a secure, branded online space where aesthetic and wellness clients book appointments, complete intake forms, and review their treatment history in one place. Powered by Projects & Memory, a Taskade portal stores each client's records, runs an AI agent for pre and post-visit follow-up, and sends appointment reminders and review requests automatically after every treatment.
One Portal vs. Six Vendors
Platforms like PatientNow pitch replacing up to six separate tools with one system — and that is exactly the point. A pile of booking apps, intake PDFs, and reminder texts is fragile and falls on your front desk. A connected Taskade system you own does it all from one branded link.
| What clients need | The old way / one-off tool | A connected Taskade system you own |
|---|---|---|
| Booking | Separate scheduler app, phone tag | Calendar view + booking form in the portal |
| Intake & consent | Emailed PDFs, paper on a clipboard | Branded intake forms tied to each client record |
| Treatment history | Notes scattered across tools | One connected project record per client |
| Reminders & reviews | Manual texts from the front desk | Automations that send before and after every visit |
| Follow-up questions | Staff answering the same calls | An AI agent replying 24/7 |
How to Build Your Med Spa Portal
- Open Taskade Genesis and describe your treatments, intake questions, and the reminders you want clients to get.
- Taskade generates the portal with booking, intake forms, and a treatment-history view per client.
- Add a custom agent to handle pre and post-visit follow-up and answer routine questions around the clock.
- Turn on automations for appointment reminders and a review request after each treatment.
- Set client permissions so each person sees only their own record, then share one branded link.
A Connected System, Not a One-Off Tool
The portal is one surface on a system you own. Projects store every client record and treatment note, AI agents handle follow-up, and automations send reminders and review requests — all from a single branded login. Pair it with the appointment booking portal for scheduling, the patient portal generator for records-heavy workflows, and the membership portal for package and loyalty plans. Browse the AI agents directory, explore automations, or start from a template in the Community Gallery.
Frequently Asked Questions
What is a med spa client portal?
A med spa client portal is a secure, branded login where aesthetic and wellness clients book treatments, complete intake forms, and view their own treatment history. It replaces back-and-forth texting with one self-serve surface, and it runs reminders and post-visit follow-ups automatically so your front desk handles fewer routine calls.
Can clients book appointments and fill out intake in the same place?
Yes. The portal combines a booking calendar and branded intake forms in one branded link. A client picks a treatment, reserves a slot, and completes their intake and consent before they arrive — so the visit starts on time and your staff is not chasing paperwork at the front desk.
Does the portal keep each client's treatment history?
Yes. Each client has a connected record that stores their treatments, notes, intake answers, and visit dates over time. Staff see the full history at a glance, and clients can review their own past visits in the portal — without anyone digging through scattered notes or separate software.
Can I send appointment reminders and review requests automatically?
Yes. Automations send a reminder before each appointment to cut no-shows, and a review request after each treatment to build your reputation. They run on their own once you turn them on, so your front desk is not manually texting every client before and after every visit.
How does the AI agent help my med spa?
The embedded AI agent reads each client's history and your service details, then handles pre and post-visit follow-up and answers routine questions 24/7 — hours, pricing, aftercare, and rebooking. It works while your team is with clients, so the same common questions do not pile up on the phone.
Can each client see only their own information?
Yes, once you set it up. Sign-in confirms who each client is, but it does not hide anyone else's records on its own. Match each client's bookings, intake, and treatment history to their login when you build the portal, then test the view with a second account, so one client never sees another's records.
Which businesses is this portal for?
It fits med spas, aesthetic clinics, dermatology practices, wellness clinics, and salons — any service business that runs on bookings, intake, and repeat visits. The same connected system works whether you offer injectables, facials, laser treatments, or membership packages, because you describe your services and Taskade builds the portal around them.
Do I need to code or hire a developer?
No. You describe your spa, treatments, and intake questions in plain language, and Taskade Genesis builds the booking, forms, records, agent, and automations for you. There is no code to write and no developer to hire — you customize the branding, set permissions, and share one link with clients.