Free OpenClaw Skill for Med Spas: Booking and Package Balance Coordinator (Download)

What this skill does for your med spas

• Tracks treatment package balances in Aesthetic Record, Boulevard, or Vagaro and runs the use-it-or-lose-it cadence at 30 and 60 day intervals.
• Books and reschedules Botox, Dysport, Daxxify, Xeomin top-ups at the appropriate 3-month and 4-month intervals keyed to product and patient history.
• Drafts laser hair removal, IPL, BBL, Morpheus8, CoolSculpting, and EmSculpt Neo series cadences with the consent and pre-care reminders.
• Hands off financing to Cherry, PatientFi, Klarna, or Afterpay for treatment packages with monthly payment estimates calibrated to the lender and price point.
• Runs no-show recovery for high-ticket appointments (filler syringes, laser packages, body contouring) with a same-day rebook offer prioritized by syringe-on-shelf inventory.

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: med-spa-booking-and-balance
description: Treatment package balance tracking, Botox / Daxxify rebook cadence, laser series management, Cherry / PatientFi financing handoff, and no-show recovery for med spas. Integrates with Aesthetic Record, Boulevard, Vagaro, Mindbody, Symplast Aesthetic.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/med-spa-clinics
---

# OpenClaw Skill: Med Spa Booking and Package Balance Coordinator

## Overview

This skill turns the OpenClaw agent into a front-desk and treatment-coordinator
equivalent for a med spa. It owns the booking calendar, the treatment package
balance ledger, the neurotoxin rebook cadence, the laser and body contouring
series management, the financing handoff, and the no-show recovery with
inventory-aware prioritization.

It is designed for single-location and multi-location med spas running
Aesthetic Record, Boulevard, Vagaro, Mindbody, Symplast Aesthetic, Zenoti, or
Mangomint. The skill handles the unique med spa pattern: high-frequency
clients buying multi-session packages, neurotoxin patients on 3 to 6 month
cadence, laser series on 4 to 8 session protocols, and body contouring on
fixed-protocol programs.

## What this skill does

1. Treatment package balance tracking with 30/60/90 day use-it-or-lose-it cadence
2. Neurotoxin rebook (Botox 3-4mo, Dysport 3-4mo, Daxxify 6mo, Xeomin 3-4mo) keyed to product and last unit count
3. Laser series management (LHR, IPL, BBL, Morpheus8) with consent and pre-care reminders
4. Body contouring series (CoolSculpting 4-week, EmSculpt Neo 4-session, Sculptra rebuild) with protocol-specific cadences
5. Financing handoff through Cherry, PatientFi, Klarna, Afterpay calibrated to price point
6. Inventory-aware no-show recovery (especially for filler syringes once opened)

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0 7 * * 1"            # Mondays 7am
    action: compile_package_balance_audit

  - type: heartbeat
    schedule: "0 8 * * *"            # Daily 8am
    action: compile_neurotoxin_rebook_roster

  - type: heartbeat
    schedule: "0 8 * * 2"            # Tuesdays 8am
    action: compile_laser_series_cadence_roster

  - type: heartbeat
    schedule: "0 9 * * *"            # Daily 9am
    action: same_day_no_show_recovery

  - type: on_event
    event: pos.package_purchased
    action: enter_package_ledger_tracking

  - type: on_event
    event: appt.no_show_logged
    action: trigger_no_show_recovery_with_inventory_priority

  - type: on_event
    event: appt.treatment_completed
    action: update_balance_and_schedule_next_in_series
```

## Workflow: package balance audit

Every Monday at 7am the agent:

1. Pulls the active package ledger from Aesthetic Record / Boulevard / Vagaro
2. For each client, calculates: days since last visit, sessions remaining in package, package expiration date
3. Tier 1 (30 days, balance remaining): sends a gentle use-your-package reminder with the next-available booking slots
4. Tier 2 (60 days, balance remaining): sends a more direct use-it-or-lose-it message highlighting the package expiration date
5. Tier 3 (90 days, balance remaining): escalates to the TC for a personal phone call
6. Approaching expiration (under 60 days to expiration): special urgency cadence with the expiration date front and center

Package expiration losses are the single largest preventable revenue leak in a med spa. The skill closes 30-50% of the leak in most practices.

## Workflow: neurotoxin rebook

The skill maintains a per-client neurotoxin profile:

1. Tracks last injection date, product (Botox / Dysport / Daxxify / Xeomin / Jeuveau), units, areas treated, injector
2. At the product-specific rebook window, drafts a personalized top-up nudge: "Hi, it's been about 3.5 months since your last Botox. Want me to grab a slot before things start to soften?"
3. Includes the next available injector slots (matched to the client's preferred injector if known)
4. For long-standing clients, the skill drafts an upsell suggestion if appropriate (move from Botox to Daxxify for longer duration, add Sculptra to the neurotoxin maintenance, etc.)
5. Routes upsell suggestions to the TC for approval before sending

## Workflow: laser and body contouring series

Each treatment series has a protocol the skill knows:

- Laser hair removal: 6 to 8 sessions, 4 to 6 weeks apart depending on body area
- IPL photofacial: 4 to 6 sessions, 3 to 4 weeks apart
- BBL: 4 to 6 sessions, 3 to 4 weeks apart, summer-pause caveat
- Morpheus8: 3 to 4 sessions, 4 to 6 weeks apart
- CoolSculpting: 1 to 3 cycles per area, 8 weeks between cycles
- EmSculpt Neo: 4 sessions, 5 to 10 days apart
- Sculptra rebuild: 3 to 4 vials over 4 to 6 months

The skill drafts the rebook for the next session at the right cadence, plus pre-care reminders (no sun exposure 2 weeks pre-IPL, no retinol 5 days pre-Morpheus8, hydration before EmSculpt, etc.).

## Workflow: financing handoff

When a client expresses package or treatment interest with stated budget concern, the agent:

1. Estimates the right lender based on the package price point and the client's history
2. Cherry: sub-$2K packages (LHR series, individual filler appointments, single Morpheus8)
3. PatientFi: higher-ticket combination programs ($3K-$10K, Morpheus8 + filler + Sculptra, full-body LHR + body contouring stack)
4. Klarna or Afterpay: retail and smaller services (skincare bundles, single neurotoxin appointments)
5. Drafts the application invitation tuned to the lender's voice and approval profile
6. Tracks the application outcome and updates the booking conversation accordingly

## Workflow: inventory-aware no-show recovery

Filler syringes and certain laser consumables have inventory implications. When an injector's filler appointment no-shows:

1. The skill identifies which filler product was scheduled (Juvederm Ultra, Voluma, Volbella, Restylane Defyne, Kysse, RHA family, Sculptra, Radiesse)
2. The skill prioritizes same-day rebook offers from clients with: outstanding balance on a filler package, expressed interest in that specific product, prior filler history with the practice
3. The rebook offer goes to the top 3 candidates, one at a time, with a 20-minute window for response
4. If filled, the syringe is not wasted. If not, the skill escalates to the TC

This single workflow regularly converts no-shows into same-day reactivations and recovers 30 to 50% of injector chair time.

## Memory keys

```yaml
memory:
  - key: spa.package_ledger[{client_id}][{package_id}]
    description: Active package balance and expiration
    schema: { sessions_remaining: int, last_visit: date, days_since: int, expires: date, tier: 1|2|3 }

  - key: spa.neurotoxin_profile[{client_id}]
    description: Active neurotoxin pattern
    schema: { product: string, last_injection: date, units: int, areas: array, injector: string, next_rebook_window: date, prefers_upsell: bool }

  - key: spa.series_state[{client_id}][{treatment}]
    description: Active treatment series
    schema: { protocol: string, sessions_done: int, sessions_remaining: int, next_due: date, last_pre_care_sent: datetime }

  - key: spa.financing_status[{client_id}]
    description: Pending or approved financing
    schema: { lender: string, status: drafted|sent|applied|approved|declined, approved_amount: number, monthly_payment: number }

  - key: spa.no_show_priority[{client_id}]
    description: No-show recovery priority score
    schema: { has_balance: bool, prior_treatment_match: bool, last_visit: date, priority_score: int }
```

## Message templates

```yaml
templates:
  package_balance_30d:
    body: |
      Hi {client_first_name},

      Just checking in. You have {sessions_remaining} {treatment_name} sessions
      left on your package, and your last visit was about a month ago. Want me
      to get the next one on the calendar?

      Open slots:
      {open_slots}

      Reply with the one that works.

      {practice_name}

  neurotoxin_rebook_botox_3_5mo:
    body: |
      Hi {client_first_name},

      It has been about 3.5 months since {injector_first_name} did your last
      Botox ({last_units} units in {last_areas}). Most clients like to come in
      around now before the effect starts to soften.

      {injector_first_name} has these slots open in the next 10 days:
      {open_slots}

      Reply with which works. We can also add or adjust units this time if you
      want to chat through it.

      {practice_name}

  laser_series_pre_care_morpheus8:
    body: |
      Hi {client_first_name},

      Quick pre-care reminder for your Morpheus8 on {appointment_date}:
      - Stop retinol 5 days before
      - No sun exposure 2 weeks before
      - Arrive with clean skin, no makeup
      - We will apply numbing 30 min before, plan for 90 min total

      Reply if you need anything before then.

      {practice_name}

  filler_no_show_same_day_priority:
    body: |
      Hi {client_first_name},

      Just had a same-day opening for {filler_product} with {injector_first_name}.
      I know you have been thinking about it. Available {slot_time} today, syringe
      is on hand. Want me to hold it?

      Reply YES in the next 20 min.

      {practice_name}

  financing_cherry_package:
    body: |
      Hi {client_first_name},

      Following up on the {package_name} we discussed. Total runs {package_price}.
      With Cherry financing it works out to about {cherry_monthly} a month, no
      interest for {cherry_term_months} months if you qualify.

      Application takes 2 min and is a soft credit check:
      {cherry_application_link}

      Once approved, I will lock in your first session.

      {practice_name}
```

## Required integrations

| Integration             | Purpose                                              | Read | Write |
|-------------------------|------------------------------------------------------|------|-------|
| Aesthetic Record        | EHR-lite, booking, package ledger, photos            | yes  | optional |
| Boulevard               | Booking, POS, client profile                         | yes  | optional |
| Vagaro                  | Booking, POS                                         | yes  | optional |
| Mindbody                | Booking, POS                                         | yes  | optional |
| Symplast Aesthetic      | EMR for physician-owned med spas                     | yes  | optional |
| Cherry                  | Financing application                                | yes  | no    |
| PatientFi               | Financing application                                | yes  | no    |
| Klarna / Afterpay       | Retail and smaller-ticket financing                  | yes  | no    |
| Twilio (or similar)     | Outbound SMS                                         | no   | yes   |
| Email provider          | Outbound email                                       | no   | yes   |
| OpenClaw Memory         | Cross-run state                                      | yes  | yes   |
| OpenClaw Heartbeat      | Scheduled cadence triggers                           | yes  | yes   |

Write-back to the platform is optional. Most med spas start read-only and have
the front desk commit any platform changes. After two weeks, flip write access
on for low-risk fields (note appends, package expiration flag updates).

## Compliance notes

Med spa HIPAA posture varies. Physician-owned med spas are HIPAA-covered
entities; non-physician-owned aesthetic-only locations may not be. The skill
defaults to HIPAA-compliant behavior (no medical history in SMS, no
before-and-after photos in outbound) but the practice should confirm their
specific regulatory posture.

By default this skill operates on client identifiers, appointment metadata,
package ledger, and treatment category. For stricter PHI handling, set
`phi_mode: identifier_only`.

Confirm your BAA covers the cloud AI provider you point OpenClaw at. The skill
itself is local; the model inference is not.

For TCPA, the skill respects opt-in status from the platform. SMS goes only to
clients who have opted in.

## Configuration

```yaml
config:
  spa_name: "Your Med Spa"
  locations:
    - id: main
      platform: Aesthetic_Record
  injectors:
    - first_name: "Lauren"
      last_name: "Park"
      role: NP
      neurotoxin_products: [Botox, Dysport, Daxxify]
    - first_name: "Maya"
      last_name: "Singh"
      role: RN
      neurotoxin_products: [Botox, Xeomin]
  approval_mode: front_desk_approves_all  # or "autonomous_after_2_weeks"
  phi_mode: standard                      # or "identifier_only"
  package_balance_tiers:
    tier_1_days: 30
    tier_2_days: 60
    tier_3_days: 90
  neurotoxin_rebook_windows:
    Botox: 3.5_months
    Dysport: 3.5_months
    Daxxify: 6_months
    Xeomin: 3.5_months
    Jeuveau: 3.5_months
  financing_waterfall:
    sub_2k: Cherry
    sub_10k_combination: PatientFi
    retail_under_500: [Klarna, Afterpay]
  filler_inventory_priority_window_min: 20
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv med-spa-clinics.md ~/.claude/skills/med-spa-booking-and-balance.md
# Edit the config block to match your med spa
```

Launch OpenClaw and the skill is live. Run `compile package balance audit` or
`compile neurotoxin rebook roster` on demand, or wait for Heartbeat to fire.

## Want it wired to your stack?

This SKILL.md is the starting point. If you want it plugged into your specific
platform, your specific package structure, your specific injector and laser
cadences, and your specific brand voice, on a fixed-price two-week clock,
with the founder writing every line of the build, the door is at
https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded med-spa-clinics.md as ~/.claude/skills/med-spa-booking-and-balance.md. OpenClaw picks up new skill files on next agent launch.

2. 2

   Wire in your Aesthetic Record, Boulevard, or Vagaro feed

   Edit the integrations block to point at your Aesthetic Record, Boulevard, Vagaro, Mindbody, or Symplast Aesthetic export. Read access to the daily schedule and the package balance ledger is enough to start.

3. 3

   Start in front-desk approval mode, validate, then move to autonomous

   Run for two weeks with the front desk approving every outbound message. The skill defaults route any consult-required medical question, any adverse event report, and any complaint to the medical director or RN injector. After two weeks, flip routine booking and package balance reminders to autonomous.

Example conversation

Common questions

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