Profiles, Packages, Memberships & Rebooking
Clara doesn't just book appointments—it builds client profiles, introduces memberships and packages, prompts rebooking, and reactivates lapsed clients. Every call becomes a revenue and retention opportunity.
Clara captures treatment interest, membership status, preferred provider, and visit cadence on every call—so your team has the context they need and no revenue opportunity slips through.
Every call Clara handles creates or updates a client record—treatment interest, budget signals, contraindication flags for staff review, membership status, preferred provider, and visit cadence. Your team has full context before every appointment.
Clara introduces relevant packages and memberships naturally during booking conversations. It explains value, answers pricing questions, and prompts qualified callers to take advantage of current offers—without pushy sales pressure.
Clara identifies clients who haven't visited in 60, 90, or 120+ days and reaches out with personalized offers to bring them back. Med spas using Clara see an average 28% re-engagement rate on lapsed client outreach.
At the end of every appointment booking call, Clara prompts callers to schedule their follow-up treatment—whether that's a Botox touch-up in 3 months or a laser series session next week.
When a non-member books a treatment that's included in your membership, Clara highlights the savings and prompts the caller to consider upgrading. Increases membership enrollment without extra staff effort.
Clara logs which treatments callers ask about—even when they don't book immediately. This data surfaces warm leads for your team to follow up on and informs which services to promote in future marketing campaigns.
"The win-back campaigns brought 45 lapsed clients back in the first month alone. That's over $50,000 in recovered revenue we would have written off."
"The membership upsell is so natural. Clients who call for a single treatment end up asking about our membership by the time Clara finishes explaining the savings."
"Our average ticket went up 25% in 90 days. Clara introduces packages at exactly the right moment in every booking conversation."
Clara pushes client data to your existing scheduling software—Boulevard, Vagaro, Mindbody, Jane App, Mangomint, or Zenoti. We do not maintain a separate client database. Your data stays in your systems.