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Aesthetic Clinic & Med Spa Software

Pattern Pattern

Medical Spa CRM and EMR Software Platform for Growth

Built For Med Spa
Professionals

Advanced med spa professionals demand advanced tools.
Phorest delivers the clinical features and compliance standards your practice requires
—no compromises.

Clinical Charting & Documentation

Charting & Documentation

SOAP Notes & Progress Tracking

Structured charting with version tracking

Charting & Documentation

Customizable Charting Templates

Course tables, image galleries and structured notes – exactly as you need them

Charting & Documentation

DOT Phrasing & Templates

Customizable templates for fast, compliant clinical notes

Charting & Documentation

Before & After Gallery

Integrated photo management with patient consent

Charting & Documentation

Consent Forms & Digital Signatures

HIPAA-compliant digital consent with e-signature

Client Management & Engagement

Management & Engagement

Complete Client History

One view for medical history, intake forms , photos and charts

Management & Engagement

Automated Rebooking Workflows

Trigger follow-up appointments based on treatment type

Management & Engagement

Client Segmentation

Target campaigns based on treatment type, loyalty, and behavior

Management & Engagement

Integrated Messaging

SMS, email, and push notifications from one platform, including Front Desk AI for automatic replies to common SMS queries and scheduling requests

Management & Engagement

Loyalty & Membership Programs

Built-in membership management with recurring billing

Management & Engagement

Branded App

Let clients book, reschedule, and manage memberships and loyalty independently

Operations & Scheduling

Operations & Scheduling

Advanced Scheduling

Multi-provider scheduling with treatment-specific time blocks

Operations & Scheduling

Inventory Tracking

Inventory management including partial stock deduction for injectables

Operations & Scheduling

Payment Processing

Integrated payments with multiple payment methods and financing options

Operations & Scheduling

Appointment Reminders

Automated reminders reduce no-shows and cancellations

Operations & Scheduling

Staff Collaboration Tools

Use Staff Goals to track performance and motivate your team through the PhorestGo app

Business Intelligence & Reporting

Intelligence & Reporting

Campaign Attribution

See which marketing drives bookings and revenue

Intelligence & Reporting

Revenue & Retention Dashboards

Real-time visibility into what’s moving the needle

Intelligence & Reporting

Provider Productivity Tracking

Monitor treatments, revenue, and client retention by provider

Intelligence & Reporting

Client Lifetime Value

Identify your highest-value clients and what they respond to

Intelligence & Reporting

Marketing ROI Tracking

Meta, Google, and other channel integrations with ROI reporting

Intelligence & Reporting

Custom Reporting

Build reports tailored to how you run your business

Compliance & Security

Compliance & Security

HIPAA-Compliant

Full HIPAA compliance for patient data protection

Compliance & Security

Encrypted Data Storage

Bank-level encryption for all patient information

Compliance & Security

Data Backups & Recovery

Automatic backups with disaster recovery protocols

Compliance & Security

Role-Based Access Control

Define who can see and do what in your account

Compliance & Security

Compliance Documentation

Pre-built templates for regulatory requirements

About Phorest for medspas and aesthetic clinics

Phorest is medspa management software built for growth — connecting your marketing, reporting, clinical documentation, and operations in one platform. If you are currently running your reporting, your lead management, and your booking on three different systems, paying for each separately, and still unable to easily see your rebooking rate or revenue by treatment without exporting multiple reports — that is the problem Phorest is built to solve. Everything your clinic needs to run and scale, talking to each other, under one roof.

Reporting is the most common reason medspas start looking for new software, and it is the same story regardless of whether your clinic is physician-led, nurse-led, or co-led. Phorest's dashboards give you the metrics that actually matter — rebooking rates, patient and client count, revenue by treatment, revenue by provider, membership utilisation, cancellation rates, inventory value — without the exports. When your average treatment ticket drops or your rebooking rate slips, you see it in real time and can act the same day. When you want to compare this quarter to last year, it is a few clicks, not an afternoon.

Clinically, Phorest is HIPAA-compliant and covers what your patient and client records require: digital consultation forms with e-signature sent before the appointment, face mapping and treatment area markup on high-resolution images, before-and-after photo management with comparison views, multi-session treatment plans with course tables and multiple consent signatures, dot phrasing for inserting pre-defined text shortcuts into clinical notes, AI handwriting-to-text conversion for faster charting, and automated pre- and post-care instruction delivery. Everything is linked to the patient record, accessible from the treatment room or your phone, and structured to protect your business as well as your patient or client.

Phorest's lead management system captures inbound enquiries from your website and social channels, assigns them for follow-up, and tracks the journey from first contact to booked appointment — so no lead goes cold overnight. For after-hours enquiries, Phorest's AI tools engage and guide patients and clients through the booking pathway until your team can take over. Because Phorest integrates your marketing, CRM, and booking in one place, your campaigns target by treatment history, lapsed visit, or membership status — not just your whole list at once.

Every medspa that joins Phorest is assigned a dedicated Business Advisor who understands the aesthetic industry — a go-to person you can actually reach, not a support queue. Migration is handled by a specialist team with a clear roadmap: your patient records transferred, your historical data preserved, your team trained before you go live. 1 in 5 Phoresters have worked in the professional hair, beauty, or aesthetics industry, so when you need to explain a clinical workflow or a treatment-specific billing question, the person on the other end already gets it. Phorest is used by medspas, aesthetic clinics, and combined salon-medspa businesses across the US, Canada, the UK, Ireland, Australia, Germany, Austria, Switzerland, Finland, the UAE, and the Netherlands — from solo practitioners to multi-location groups.

Switching to Phorest is easy because we are here to help in any way

Migration

Easy Migration

All our plans include tailored system set up for your salon or clinic. We’ll import your clients, staff, services, products and more for you. Our migration specialists have years of experience in safely migrating client record information from most other salon or clinic software.

Schedule

Free Training for Life

We’ll set you and your team up with comprehensive onboarding training; and you can book additional online training sessions with us for as long as you like. New staff starting in the future? No problem, we’ll get them trained up too at no extra cost.

Support

Top Class Support Team

Our friendly support team is on call or chat, and they’re renowned for going above and beyond to answer your questions, big or small, as quickly as they can. ‘Seirbhís go hiontach’ (excellence in service) is a driving mantra here at Phorest.

We hate to brag but... people really like what we do

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