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Demos · Clinic CRM

Clinic CRM: Pelbrook Skin Studio

Example business Aesthetic medicine · United Kingdom

Enquiries, patients, appointments, consent, photography and stock for an aesthetics clinic. The overview shows what today needs, who is owed a call back, and which messages cannot go out yet and why.

clinic.pophastatesting.tech
Clinic CRM demo screen: Pelbrook Skin Studio

Sound familiar?

The problems this Clinic CRM ends

The problem

Consent gets signed before the cooling-off time is up.

What changes

The system will not let consent be signed early. It even says whether the rule is the law or your own policy.

The problem

A treatment is booked, but the stock it needs is out of date.

What changes

Stock is tracked by batch and expiry. Treatments that need an in-date product wait until the shelf is right.

The problem

Notes, photos and consent live in five different places.

What changes

One record per patient: history, treatment plan, consent and photos. Clinical and marketing photo consent stay separate.

What you get

What this Clinic CRM does for you

Today, at a glance

See what today needs, who is owed a call back, and which messages are waiting and why.

Treatment plans on a face diagram

Mark the areas treated and the price follows, so every quote matches the plan.

Consent that waits for the rules

A 14-day reflection period is built in. Nobody has to remember it.

No licence lapses by surprise

Prescriber registrations are flagged 60 days before they run out.

Inside the demo

Clinic CRM features you can try

12 things you can click through today, in plain words. Yours can have all of them, or only the ones you need.

  • The care pathway at a glance

    Each patient sits on one row across nine steps. Anyone held comes first, with a padlock on the blocked step.

  • Consent forms with versions

    Each consent records the form version and the date signed, and shows as signed, pending or expired.

  • Photo permission, face by face

    Photo permission records whether the full face, a concealed face or only the treated area may be shown.

  • Batches that hold up bookings

    Each stock batch lists the filler appointments it would block today. Adding a fresh batch clears them.

  • Medical and cosmetic VAT together

    VAT-free medical treatments and 20% cosmetic ones share one invoice. An exempt line with no evidence will not issue.

  • Deposits taken off the bill

    The booking deposit comes off before the amount to pay, and a deposit nobody recorded needs a reason.

  • A diary for each practitioner

    One column per practitioner, with consultations, treatments and reviews each booked for the right length.

  • Recall list

    Patients due back for a treatment, with the due date and a message ready to draft.

  • Online forms with medical history

    Your enquiry form can ask about medical history, marked sensitive, and refuses pre-ticked consent boxes.

  • Day-after welfare check

    A WhatsApp check-in is drafted for the day after each treatment, ready for a person to send.

  • Four-hour reply flag

    An enquiry still waiting for a first reply after four hours turns red.

  • Consent checked before messages

    A message draft is refused if the patient never agreed to hear from you on that channel.

Try the demo yourself (opens in a new tab)

Operationally accurate

The rules this Clinic CRM keeps

  1. 01

    Reflection period

    Consent cannot be signed while the cooling-off time is still running, and the software says whether that rule comes from the law or from the clinic's own policy.

  2. 02

    Reversal agent in date

    Treatments that need a reversal agent on hand are held back while the stock on the shelf is out of date.

From this demo to your system

How we build yours

Same idea, shaped around your business: your stages, your words, your rules.

  1. 01

    Tell us how you work

    A short call about your business, your rules and the tools you use today. You get a free quote.

  2. 02

    See the plan before any code

    A written plan of every screen and rule, so you know exactly what you are getting.

  3. 03

    Click through it every two weeks

    A working demo of your own system, like this one, so you can steer it as it grows.

  4. 04

    Go live, and own it

    Most systems are live in 6 to 12 weeks. Once it is paid for, the code is yours, and our yearly AMC keeps it running, with free patent-pending AI governance included.

Get a free quote

Questions

What people ask before they start

Will it follow the rules where we practise?

Yes. This demo follows UK rules. We build yours around the rules of your country and your clinic, and it shows which are law and which are policy.

Do we have to give up our current booking tool?

Not always. We can build around the way you book today, or replace the tools that slow you down. We agree it in the written plan.

How long does it take, and who owns it?

Most systems go live in 6 to 12 weeks. Once it is paid for, the code is yours, and our yearly AMC keeps it running.

Built into every system

  • AI governed by SCRS

    Where a system uses AI, the patent-pending firewall swaps client details for tokens before any model reads them.

  • Nothing sends itself

    The system drafts, and a named person releases every message.

  • Every action logged

    Refusals, overrides and exports land in a log nobody can quietly edit.

Keep exploring

More demos to click through

Tell us how your business runs

We'll show you what it could look like, measured to fit before anything is built.