Medical Spa CRM and EMR Software Platform for Growth
Not Just Another Med Spa Software
Your New Growth Platform.
Replace fragmented tools with one unified HIPAA-compliant platform that turns your CRM, EMR, marketing, operations, and clinical charting into a measurable revenue growth engine.









A Complete Solution
A Complete Solution
The Platform That Keeps Everything Connected
Run your med spa from one connected system – so your teams are fully aligned, handoff friction is removed, manual data entry is eliminated, and a single source of truth is maintained.
- Booking, scheduling & integrated payments, in one place
- Charting, Comms, CRM & Staff Goal Management are fully connected
- Comprehensive reporting suite, including AI insights

Revenue Performance
ARevenue Performance
Meta integration to maximize social media ad performance
With Ads Manager, we build a lookalike audience based on your top clients. You choose who sees your ads by targeting new prospects, rebooking clients, high-value regulars, or lapsed clients you want to win back. Phorest can track everything – online and in-person – from your campaign through to your inquiries, bookings, and client activity – so you can understand exactly what drives revenue (and repeat it!).
- See which audience and message drives the most bookings and revenue
- Compare performance – win back lapsed clients, attract new clients, or upsell existing clients
- Keep your clients and prospects engaged with regular targeted campaigns

Built for Your Businesses
Built for Medical Aesthetic Businesses
A Growth Platform with Charting Built In
Most platforms force you to choose between clean clinical documentation and business visibility. Phorest brings charting into the same daily workflow as booking, client records, marketing, and performance insights. The result? Your business is underpinned by an always-on growth engine, with your day-to-day tools built in.
- Charting that stays connected to the full client record
- One shared view across the front desk, providers, and managers
- Growth tools built in – so you don’t need extra systems

Revenue Streams
Predictable Revenue Streams
Memberships & Series That Stabilize Income
Offset the seasonal peaks and troughs by offering flexible memberships and packages that sell themselves. Support with continuous rebooking and retention automation so you can plan with confidence.
- Sell memberships & packages online
- Automate rebooking and follow-ups
- Give yourself peace of mind with predictable revenue

Client Experience
Premium Client Experience
Elevated Client Journey over Pre & Post-Care
Create a seamless appointment experience for every client with enhanced documentation – from automated forms and AI cheatsheets, to follow-ups and after care that will keep them coming back. Everything stays connected so that you’re equipped to deliver consistent, premium care with ease.
- Digital consultation & intake forms to capture everything securely
- Automated pre and post care to improve the patient experience
- AI-powered client summaries for instant appointment prep (with optional Cheat Sheet AI add-on).

Switch with Confidence
Switch with Confidence
A Smooth Switchover That Feels Like a Partnership
Switching systems is a big decision, and can feel overwhelming when moving from multiple, fragmented systems. Phorest handles the heavy lifting with guided setup, data migration, and hands-on training tailored to how your med spa operates.
- Guided setup tailored to your business’s workflows
- Training for your whole team, so they are confident using the system
- Ongoing support from a partner you can rely on after you switch

A Complete Solution
A Smooth Switchover That Feels Like a Partnership
Run your med spa from one connected system – so your teams are fully aligned, handoff friction is removed, manual data entry is eliminated, and a single source of truth is maintained.
A Complete Solution
Elevated Pre & Post Care Journey
From booking and pre-consultation, right through to consent, treatment planning & tracking, payments, post-service communication and loyalty marketing.
- Online Booking
- Pre-sent consultation forms
- Sell memberships and series online
- Integrated payments with buy now pay later options
- Marketing tools to increase reviews and boost reputation.

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.
