Medical Spa CRM and EMR Software Platform for Growth
Not Just Another Med Spa Software
Replace fragmented tools with one unified HIPAA-compliant platform that turns your CRM, EMR, marketing, operations, and clinical charting









Treatment Plans

Turn every consultation into a clear path to rebooking
Forms

Capture the details you need without extra admin
Markup

Visually demonstrate to clients what’s possible, with confidence
Memberships

Build predictable revenue with benefits that keep clients coming back
Payments

Fast, integrated payments that remove friction for you and your clients
Marketing

Stay top of mind with impactful, tailored campaigns
The Fragmentation Problem
You’re Juggling 5+ Systems. Your Revenue Is the Price.
Most med spas operate across: booking platforms, payment systems, CRM tools, marketing dashboards, charting systems, communications apps. Each lives in its own silo.The result? Manual data entry. Workflow friction between front desk, providers, and marketing. Lost visibility into what actually drives bookings and revenue. And growth that feels reactive instead of strategic.You already have the clinical excellence. You need operational clarity.

Know Exactly What Drives Your Revenue
See Which Campaigns Fill Your Calendar. Every Time.
Most med spa owners can’t answer basic questions: Which marketing campaign drove last Thursday’s bookings? Which clients are likely to churn? Which provider drives highest lifetime value?Phorest connects your marketing, CRM, and client data so you see exactly what works. Campaign attribution. Retention insights. Provider productivity. Revenue forecasting. Intelligence that lets you grow strategically, not by guesswork.

Build Predictable Revenue
Memberships & Packages That Stabilize Income.
Med spa revenue swings wildly: Q1 slump, uneven mid-year, Q4 surge. It doesn’t have to be this way.Phorest lets you build predictable recurring revenue through memberships, packages, and automated rebooking workflows. Know what next quarter’s baseline is. Plan with confidence. Scale without chaos.

One System. No More Tool Switching.
Clinical Workflows + Business Growth + Team Alignment. Connected.
Your clinical lead needs clean charting without burden. Your front desk needs to stop switching between systems. Your marketing team needs real-time client engagement data. Your owner needs visibility into what moves the needle.Phorest connects it all. Booking to charting to marketing to revenue. One platform. One source of truth. Teams aligned around growth.

Migration + Partnership
We Handle the Switch. You Handle Growth.
Switching from fragmented systems feels painful. It isn’t—not when you have the right partner.Phorest’s migration team handles the heavy lifting. Our onboarding is consultative, not just a setup checklist. You get ongoing education on retention workflows, membership strategy, and growth best practices. We’re invested in your success, not just your initial payment.

Not Just an Emr with Marketing Bolted On
We’re a Growth Platform with Charting Built In.
This matters. Most platforms force you to choose: clinical credibility OR growth visibility. Heavy EMRs bury your business insights. Pretty UX platforms lack the intelligence to drive decisions.Phorest is built specifically for growth-stage med spas. You get medical-grade clinical workflows and the business visibility to scale predictably. Not as add-ons. Built in from the ground up.

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
SOAP Notes & Progress Tracking
Structured charting with version tracking
Customizable Charting Templates
Course tables, image galleries and structured notes – exactly as you need them
DOT Phrasing & Templates
Customizable templates for fast, compliant clinical notes
Before & After Gallery
Integrated photo management with patient consent
Consent Forms & Digital Signatures
HIPAA-compliant digital consent with e-signature
Client Management & Engagement
Complete Client History
One view for medical history, intake forms , photos and charts
Automated Rebooking Workflows
Trigger follow-up appointments based on treatment type
Client Segmentation
Target campaigns based on treatment type, loyalty, and behavior
Integrated Messaging
SMS, email, and push notifications from one platform, including Front Desk AI for automatic replies to common SMS queries and scheduling requests
Loyalty & Membership Programs
Built-in membership management with recurring billing
Branded App
Let clients book, reschedule, and manage memberships and loyalty independently
Operations & Scheduling
Advanced Scheduling
Multi-provider scheduling with treatment-specific time blocks
Inventory Tracking
Inventory management including partial stock deduction for injectables
Payment Processing
Integrated payments with multiple payment methods and financing options
Appointment Reminders
Automated reminders reduce no-shows and cancellations
Staff Collaboration Tools
Use Staff Goals to track performance and motivate your team through the PhorestGo app
Business Intelligence & Reporting
Campaign Attribution
See which marketing drives bookings and revenue
Revenue & Retention Dashboards
Real-time visibility into what’s moving the needle
Provider Productivity Tracking
Monitor treatments, revenue, and client retention by provider
Client Lifetime Value
Identify your highest-value clients and what they respond to
Marketing ROI Tracking
Meta, Google, and other channel integrations with ROI reporting
Custom Reporting
Build reports tailored to how you run your business
Compliance & Security
HIPAA-Compliant
Full HIPAA compliance for patient data protection
Encrypted Data Storage
Bank-level encryption for all patient information
Data Backups & Recovery
Automatic backups with disaster recovery protocols
Role-Based Access Control
Define who can see and do what in your account
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.

