Medical spas
Move treatment interest into a safe consultation and follow-up path.
Aesthetic clinics demo
Hear the conversation. Watch the customer record take shape.
Could I book an initial consultation with a practitioner on a weekday evening?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Requested appointment
- —
Created after the request is captured
To Contact & permission required
The update is prepared after the conversation.
Illustrative workflow
The answer is only the beginning.
The question, useful details, and next action stay together. Your team confirms the commitments.
Customer
Which treatment may suit my concern, and can I consult on Saturday?
- AI phone
- Website chat
- Messaging
Appointments & care
Move treatment interest into a safe consultation and follow-up path.
A visitor compares services at night and wants to know which consultation to book.
Saleringo
I can capture your preferred time and contact details. The care team will confirm availability and share approved visit information. Clinical questions go to a person.
Prepare a consultation request using approved service descriptions only.
Never recommends clinical treatment or confirms personal suitability.
Prepared request
- Visitor contact
- Example customer
- Treatment interest
- Treatment interest
- Preferred time
- Preferred time
- Consultation question
- AI phone
Sample details for this example. No customer record is created.
Assigned team
Treatment coordinator
Awaiting staff reviewSend suitability, contraindication, and outcome questions to a qualified person.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Treatment coordinator
Send suitability, contraindication, and outcome questions to a qualified person.
After approval
Confirm the consultation and send approved preparation information.
A prepared request is not a confirmed booking, price, or decision.
- Record the treatment interest
- Collect preferred time and contact
- Prepare approved pre-consultation information
Conversation and work details
Conversation history
- First question answered
The request and preferred contact were captured in one customer record.
First contact - Business details added
Prepare a consultation request using approved service descriptions only.
Same journey - Follow-up preference confirmed
Confirm the consultation and send approved preparation information.
Latest update - Prepared request prepared
Send suitability, contraindication, and outcome questions to a qualified person.
Now
Next actions
- Prepare a consultation request using approved service descriptions only.
Saleringo · Prepared now
- Send suitability, contraindication, and outcome questions to a qualified person.
Treatment coordinator · Next review
- Confirm the consultation and send approved preparation information.
Saleringo · After approval
- Keep the result on the same customer history
Treatment coordinator · At completion
Prepared in CRM
- Visitor contact
- Example customerSource: Phone
- Treatment interest
- Treatment interestSource: Phone
- Preferred time
- Preferred timeSource: Web chat
- Consultation question
- AI phoneSource: Web chat
- Business detail
- Consultation questionSource: Messenger
- Contact preference
- Permission recordedSource: Messenger
Approval controls
- Approved answers
Answer only from business-approved information.
- Commitments
A person approves availability, price, or other commitments.
- Sensitive questions
Stop automation and send the full context to authorized staff.
- Customer access
Only assigned treatment coordinator roles can open contact details.
Customer follow-up
We have your prepared request. Treatment coordinator has the details and will confirm the next step in this conversation.
Sends only after treatment coordinator confirms the next step.See the workflow for your team.
Use this example as a starting point, then confirm the real questions, fields, approvals, and connected systems for your business.