Solutions

CRM for Aesthetic Clinics

The Instagram message, the photos, the surgeon's assessment and the price conversation — when those four live in four places, the enquiry quietly disappears.

Where it breaks down

Aesthetic clinics differ from other specialties in two ways: the enquirer sends images, and the decision is emotional. Both lengthen the cycle and demand follow-up discipline.

  • The DM inbox overflows. After a campaign, hundreds of messages arrive; only one person can work the phone app at a time.
  • Photos stay buried in chat. Finding images for surgeon review means scrolling back through a conversation.
  • Price is asked, the answer is late. While waiting for clinical sign-off, the enquirer's interest cools.
  • Undecided enquirers get forgotten. "Let me think" slides down the list — yet most aesthetic bookings close after the third touch.

The patient journey

  1. Ad / reel

    The enquirer sees content and writes in DMs. Source and campaign are tagged automatically.

  2. Photo collection

    A saved template requests the specific angles; images land straight on the patient record.

  3. Clinical review

    The surgeon reviews from the record and writes suitability and technique notes.

  4. Quote

    Procedure, stay and follow-up as one package, as a PDF in your own branding.

  5. Decision and booking

    Follow-up steps open with dates; an accepted quote hands over to operations.

  6. Aftercare

    Check-ups, satisfaction and before-and-after consent in one flow.

What MetoCRM does here

What MetoCRM changes in an aesthetic clinic comes down to three things.

Images become part of the record, not the chat. Every photo from Instagram or WhatsApp attaches to the patient record with a tag, so the surgeon reviews a queue instead of scrolling conversations.

Response time gets measured. In aesthetics the link between first-response speed and closing is unforgiving. Automated first replies, rule-based routing and reassignment after 15 untouched minutes take this off personal discipline.

Undecided enquirers go onto a programme. A seven-touch cadence across six weeks is written into the system, with reminders landing on the consultant's screen.

Instagram DMFile TagsQuotesFollow-upAll modules

Related guide: Instagram DM CRM: keeping the patients your inbox loses

Frequently asked questions

Are patient photos stored securely?

Images are stored against the patient record, with role-based access and masking limiting who can open them. Health data is a special category under GDPR and KVKK, so access is also logged.

We have several branches — can we track them separately?

Yes. Branches and user groups can be defined; leads route by branch and reports break down the same way.

How is before-and-after consent handled?

The consent document attaches to the patient record with a tag. Because consent status is a field, images cleared for marketing can be filtered.

See it with your own workflow

In the demo we build your actual patient flow on screen — you don't sit through a canned presentation.

Request a demo See pricing