Software for spa owners
Keep the business conversation clear at the spa.
A search for med spa CRM can include both everyday business needs and clinical requirements. This page describes Microtra's contact, appointment and billing records. It does not present the app as a medical record system or claim healthcare compliance; assess clinical, consent and privacy requirements with qualified advisers.
Make room for the real work.
- Consultation booking discussion
- Nonclinical service inquiry
- Returning client follow-up
- Package balance question
- Invoice and receipt inquiry
- Appointment preference update
How it works.
Save only suitable business context
Barber & salon setup uses Appointment and Client. Store appropriate contact details, billing preferences and practical appointment notes. Determine what information belongs in each system through your professional privacy process, rather than putting sensitive clinical details into general client notes by default.
See the clients featureKeep the agreed service recognizable
Record the nonclinical service description and practical arrangements with the visit. Check which staff member is involved and what the client actually agreed. Medical assessments, treatment suitability, clinical photographs and specialist consent remain in the appropriate professional process.
See the jobs featureReview packages without guessing the balance
Packages and memberships inside the app can track credit use and balances. Look up the agreed arrangement before discussing another visit. Keep service eligibility and any clinical decision separate from whether a business record shows an unused credit.
See the bookings featureResolve document questions from the history
Find invoices, estimates and recorded payments with the contact. Check the specific service and document before answering a balance question. Share the PDF through your device and record payment received elsewhere so the business record reflects the actual receipt.
See the invoicing feature
Useful answers.
Is this a clinical med spa system?
This page covers general small-business records. It does not claim electronic medical records, clinical charting, treatment protocols or healthcare compliance. Review specialist clinical and privacy requirements with qualified professionals before deciding which systems to use.
Can I keep consultation notes in the contact record?
Use general notes only for information you have determined is appropriate for this business system. Do not assume that a contact note is suitable for medical history or treatment consent. Follow your professional recordkeeping and privacy procedures.
How do package credits help a returning client conversation?
Review the package, its balance and recorded credit use before agreeing another service. A remaining credit is a business detail; it does not establish treatment suitability or replace any consultation your professional process requires.
Does the client have a portal for their records?
The client portal is coming soon. Handle document requests through your established process and share appropriate invoice PDFs from your device. Clinical records should follow the separate professional process you have selected.
Keep exploring.
Software for small business
Keep your spa day connected.
Keep client details and the work behind each visit together in Microtra. Start your 14-day free trial. No card needed.
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