Adept MedSpa CRM
A CRM built for medspas and aesthetics clinics — client records, treatment history, and appointment scheduling in one connected system.
Private client project — shared here with permission.
One system for the whole client relationship
Medspas run on relationships — a client's treatment history, preferences, and upcoming appointments all need to be at a provider's fingertips. Adept MedSpa CRM was built to give clinics exactly that: one system covering intake, scheduling, treatment records, and billing, instead of the usual mix of paper forms, a generic calendar, and a spreadsheet.
I built the CRM end to end — client and provider data models, the scheduling engine, and the day-to-day interface front-desk staff and providers actually use.
Client history scattered across paper and spreadsheets
Front-desk staff and providers needed a single source of truth for client records, treatment history, and scheduling — without juggling paper intake forms, a separate calendar app, and a spreadsheet for billing. Every disconnected tool meant more room for a missed appointment, a lost treatment note, or a scheduling conflict.
Built around how a front desk actually works
The CRM is built in React Native on a Node.js/PostgreSQL backend, structured around the full client lifecycle: intake, scheduling, treatment notes, and billing. Scheduling was designed for speed — fast client lookups and conflict-aware provider calendars, since that's the screen front-desk staff live in all day.
Treatment records were built to be structured and consistent rather than free-form notes, so providers could trust the history they're looking at, no matter who logged the previous visit.
What's inside
- Client profiles with full treatment history
- Appointment scheduling with provider calendars
- Structured treatment notes & visit tracking
- Automated appointment reminders
- Staff and provider role management
- Billing and invoicing tied to visits
The clinic's day-to-day operating system
Adept MedSpa CRM is now the clinic's day-to-day operations system, replacing a patchwork of paper forms and spreadsheets with one connected platform used by front-desk staff and providers alike.
Running a clinic or service business?
CRMs built around how your team actually works, not a generic template — let's talk about yours.
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