MedSpa Butler for PatientNow Essentials

Keep PatientNow.
Add the revenue it isn't recovering.

PatientNow Essentials (also sold as EnvisionNow or Envision Cloud) covers charting, clinical records, and scheduling for aesthetic practices. It stays exactly where it is. What it leaves open is the retention side: two-way confirmations, rebooking timed to each treatment's own interval, and the revenue sitting in consults that never converted and clients who are overdue without anyone noticing.

Nothing changes about how you book. PatientNow stays exactly as it is.

Where the money goes

Three leaks PatientNow was never built to catch.

Unconverted consults

You paid for the ad, the lead, and the chair time. She said she'd think about it, and nobody followed up.

Overdue clients

Past their own treatment interval — not a generic 90-day bucket, but late relative to their actual cadence.

Cancelled slots

A cancellation two days out is a hole in the schedule unless something fills it before the day arrives.

MedSpa Butler detects all three, follows up automatically, and attributes the bookings that come back — so recovered revenue is a number you can look at.

What you add

The layer that runs after the booking

Revenue recovery

Consults that never booked a treatment, clients past due against their own rebooking window, and slots left empty by a cancellation — found automatically, followed up by text, and tracked so you can see which bookings came back.

Treatment-timed rebooking

Botox at 12 weeks. Hydrafacial at 4. Filler at 16. Tracked per client against their actual visit history, so the nudge lands when results are fading — not as a generic "we miss you" blast.

Two-way CONFIRM/CANCEL SMS

Clients reply straight from the reminder and the appointment status updates in real time. By the morning of, you know exactly who's coming and who still needs a call.

Post-visit satisfaction check

Happy clients get a one-tap link to Google, Yelp, or RealSelf. Unhappy clients land in a private feedback inbox with an email alert, so you hear about a problem while you can still fix it.

Retention alerts

Clients who quietly stop booking surface at 60, 90, and 180 days with a one-click re-engagement text ready to send.

Consent forms, analytics & digest

Digital consent forms signed on the client's phone, a revenue and no-show analytics dashboard, and a morning email summarising the day before you open.

Connecting PatientNow

About ten minutes, once.

01

Get your Gateway API Key

In PatientNow, go to Settings → API Access and copy your Gateway API Key. API access is a paid add-on — contact PatientNow support if you don't see it.

02

Create an API user account

PatientNow recommends a dedicated user account for API access, so integration activity stays separate from personal staff logins.

03

Connect and you're done

In Settings → PatientNow integration, enter the Gateway API Key plus that account's username and password. Appointment webhooks register automatically.

Your staff keeps using PatientNow exactly as they do today. MedSpa Butler reads bookings as they happen and handles everything that comes after.

Pricing

$997/month per location. Everything included.

No tiers, no add-ons. SMS, email, consent forms, review requests, rebooking nudges, retention alerts, and revenue recovery are all in. Recovering three or four appointments a month that would have been no-shows covers the whole cost.

30-day free trial · no annual contract · cancel anytime