SSpaMed spa concierge prototype
Clinic setupNo backend integrationSame-day onboarding

Set up Operator Lite from a clinic’s public workflow and service rules.

Enter the practical details a med spa can provide without giving access to its calendar, CRM, EHR, payments, phone system, or inventory. Spa turns it into routing rules, replies, quote rows, product guidance, and a launch checklist.

Operator Lite inboxSetup API

Clinic Intake Form

Line-separated fields become routing, reply, quote, and product rules.

100/100 readiness

Business Basics

Use normal contact and booking channels.

Services And Routing

What the clinic wants Spa to route toward or away from.

Rules And Guardrails

These protect the clinic and make replies safer.

Generated Setup Packet

Copy-ready output for staff and the Spa operator layer.

ready
Ready for no-integration launch100/100
Booking instructionUse the clinic's existing booking link (https://lumen-demo.example/book/under-eye-consult). Ask leads to add "Spa Lite packet" in notes so staff can match the consult context manually.

Generated Operating Rules

The setup packet becomes the clinic-specific version of Operator Lite.

Routing Rules

  • Route near-event, low-downtime leads to LED + hydration facial or consult-only guidance before procedures.
  • Route under-eye non-filler leads to Maya Chen, PA-C: under-eye PRF, conservative consults.
  • Do not recommend services listed as unavailable: Surgery, Aggressive laser resurfacing before events, Filler-first under-eye consults.
  • Escalate before cosmetic routing when: Vision symptoms, sudden swelling, pain, infection signs, recent injury, or one-sided change: medical evaluation first.
  • Use this tone in copied replies: Calm, clinical, warm, conservative, not salesy.

Launch Checklist

  • Copy booking link into Operator Lite replies.
  • Confirm service menu and services not offered.
  • Confirm provider routing and medical escalation language.
  • Confirm price ranges and consult fee.
  • Approve product brands and tone of voice.
  • Run one test lead through message, quote, and follow-up.

Reply Templates

New under-eye leadHi — thanks for sending your Spa Lite packet to Lumen Aesthetics Studio. Based on your timing and preferences, the next step is a conservative consult. You can book here: https://lumen-demo.example/book/under-eye-consult.
Near-event guardrailBecause your event is soon, we would avoid anything that could bruise, swell, peel, or create unpredictable redness. A gentle option or consult is the safer first step.
Quote range handoffHere are typical ranges before an in-person evaluation: Event facial: $175-$350; PRF/PRP under-eye: $850-$1,200/session; Medical skincare: $200-$800. Final pricing and candidacy require a provider consult.

Quote Rows

$175-$350Event facial

Generated from clinic-provided range; final quote requires clinic review.

$850-$1,200/sessionPRF/PRP under-eye

Generated from clinic-provided range; final quote requires clinic review.

$200-$800Medical skincare

Generated from clinic-provided range; final quote requires clinic review.

$100 applied to treatmentConsult

Generated from clinic-provided range; final quote requires clinic review.

Product Rules

  • Approved brands/products: EltaMD, SkinCeuticals, La Roche-Posay, Alastin.
  • Do not present prescription products as over-the-counter recommendations.
  • Position products as support and maintenance, not guaranteed treatment replacement.

Still Not Required

  • Calendar integration
  • Stripe or payment integration
  • CRM integration
  • EHR/EMR integration
  • Phone-number porting
  • Inventory integration
  • Staff dashboard migration
Setup output can run with the clinic’s existing booking link, inbox, phone, and manual staff workflow.Back to Lite inbox