Capture every lead. Book with a deposit. Close the loop on every ad dollar.
Perfectomy puts the parts of running a med spa that actually drive revenue — Instagram DM capture, online booking with a pre-auth deposit, before/after photo records, two-way SMS, and revenue attribution back to the ad that generated it — on one record per client. Built on Twilio, Stripe, and a real automation engine.
Where med spa revenue leaks today.
You can’t grow what you can’t see. If a lead lives in an Instagram DM, the booking lives in a separate widget, the deposit lives in Stripe, and the revenue lives in a spreadsheet, you have no way to ask: “did this ad pay for itself?” Perfectomy is built so it can.
Leads die in inboxes.
An IG DM, a contact form, a Google ad click — they all land in different places and rarely become a booked consult.
Booking takes a deposit — but only in theory.
Most booking widgets can’t pre-auth a card or hold a deposit against a no-show. So your front desk plays defense all day.
Texts don't live on the chart.
Confirmations and post-care messages go from the front desk’s personal phone. The next provider has no idea what was said.
You can't tell which ad paid for itself.
Meta and Google show clicks and reach. Your books show revenue. Nobody connects the two, so ad budgets get cut on a hunch.
Lead, deposit, record, ROI — in one record.
Six capabilities that are live today. Each one sits on the same patient record so the next person can pick up where the last one left off.
Instagram DMs become patient records.
A DM from Instagram lands as an activity on a patient record — username attached, conversation logged. Add Meta / Google ad UTMs to web leads and the ad becomes part of the patient’s history.
One link to capture the deposit.
Each deal can require a minimum deposit. We capture the card at booking via Perfectomy Payments.
Before / after photos on the appointment.
Photo galleries attached to the appointment record. Before and after labelled, kept on the patient, surfaced in the portal for client review.
A shared SMS thread, not a phone in a drawer.
Twilio-backed two-way texting attached to the patient. Front desk, coordinator, and injector see the same thread. Confirmations and post-care all live on the chart.
Triggered campaigns that fire themselves.
Build automations off real events — new lead, missed appointment, no-show, X days since last visit. Send an SMS, queue a task, log activity. Reactivation, birthday, and review-request flows ship with the platform.
Revenue attributed back to the ad.
Connect your Meta or Google ad accounts. Perfectomy pulls spend and ties revenue back to the ad through the UTM that brought the lead in — so cost-per-booking and revenue-per-ad show up next to your bookings.
What’s shipped today, not roadmap.
How a med spa actually goes live.
Account + records.
Import your client list via CSV. Configure Stripe. Wire up Twilio for two-way SMS.
Booking + deposit on.
Set deposit minimums per service. Capture it through a payment link. No-show policy is finally enforceable.
Automation flips on.
Turn on reactivation for inactive clients, and review requests post-appointment.
Ads connected.
Connect your Meta + Google ad accounts. Spend pulls in. Revenue ties back to the ad through the UTM that brought the lead.
What med spas tell us.
The deposit-at-booking flow alone paid for the switch in the first month — our late cancels just stopped.
Every DM now becomes a real lead with a real owner. The 'who's following up with her?' problem is gone.
For the first time I can answer 'did Meta pay for itself this week?' without a spreadsheet.
Things med spas ask.
Each service can carry a minimum deposit. You can send a payment link to the user to capture it via Perfectomy Payments.
Instagram DMs land directly on the patient record with the IG username attached. Web leads carry UTM parameters from Meta and Google so the ad source is part of the patient’s history.
Yes — through custom forms attached to the appointment record. Define the fields you need (face/body region, units per area, lot number, expiration, laser device + settings, pulse count, fluence) and they live on the chart alongside the before/after photos. Configured during onboarding.
Not in the core product today. Recurring payments and packaged deals are supported via Perfectomy Payments; full subscription memberships with unit balances are an on-request build.
We assist you during the migration so you suffer no impact on your operations.
Yes — BAA, encryption in transit and at rest, role-based access, and audit logs.
See the parts that are live today.
20 minutes. Bring your last 30 days of leads and we’ll show you what attribution, deposit-at-booking, and shared SMS would have done with them.