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Use case · Aesthetic clinics and med spas

Move treatment interest toward the right consultation

An hiify.ai agent can explain services and policies from approved materials, collect a caller’s goals, and book a consultation through a connected provider. Clinical suitability stays with qualified staff.

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From first hello to handoff

The whole conversation, made explicit.

Each part is visible in the builder. You decide what the agent asks, which source it trusts, what connected action it can take, and when a person takes over.

01

Incoming moment

A prospective client calls after seeing a treatment or service and wants details before booking.

02

What the agent understands

  • Which service the caller is asking about and what they want to discuss
  • Prices, preparation, and policies found in approved clinic sources
  • The preferred consultation time and contact details
03

What it can do

  • Answer service questions from supplied knowledge
  • Collect consultation details
  • Book a supported appointment and save the lead
04

Human handoff

Suitability, contraindications, treatment recommendations, and complications route to a qualified human.

The agent does not provide medical advice or decide whether a treatment is appropriate.

Operational change

What the team gets after the call

Not a promise of automatic outcomes. A clearer path from an incoming request to the next accountable step.

  1. 01

    Clear consultation intake

    Callers reach the booking step with their service interest and questions already captured.

    Visible in the workflow
  2. 02

    Controlled service information

    Answers use the treatment, pricing, and policy material the clinic approves.

    Visible in the workflow
  3. 03

    Clinical boundaries by design

    The flow separates factual questions from conversations that require a practitioner.

    Visible in the workflow
Example flows

Two ways a aesthetics & med spa call can move

These are grounded examples, not live simulations. Each step maps to a builder block you can configure, connect, and publish.

Consultation request

A caller asks about a service, price, and the next available consultation.

  1. 01

    Understand

    The agent searches approved service information and collects the caller’s goals and contact details.

  2. 02

    Act

    It checks the configured calendar and books a returned slot after confirmation.

  3. 03

    Hand over

    Clinical questions are transferred or left as a structured message for the practitioner.

  1. Identify interest
  2. Answer service FAQs
  3. Book consultation
  4. Save the lead
Practitioner question

A returning client asks whether a treatment is safe for them.

  1. 01

    Understand

    The agent recognizes that the request needs clinical judgment.

  2. 02

    Act

    It books a practitioner conversation or transfers according to the clinic’s flow.

  3. 03

    Hand over

    The practitioner receives the question and caller details before responding.

  1. Identify the question
  2. Apply the boundary
  3. Book or transfer
  4. Record context

Inside the product

A workflow your team can inspect.

The builder keeps approved service answers, consultation booking, and practitioner handoff visible in the same flow.

hiify.ai · example workflow
hiify.ai builder showing a published front-desk agent with branching knowledge, appointment, and CRM steps
Real hiify.ai product screenshot. Example workspace data is shown.

One buildable path · Consultation request

  1. CollectIdentify interest
  2. KnowledgeAnswer service FAQs
  3. AppointmentBook consultation
  4. CRMSave the lead
Supported tools

Connect the step to the system that owns it

A practical starting set for aesthetics & med spa workflows. Connect only the apps your team uses.

  • PabauClinic availability and booking
  • FreshaSupported booking actions
  • Cal.comAvailability, booking, changes
  • HubSpotCRM contact and call context
  • TwilioPhone numbers and configured SMS
  • GmailConfigured email action

Availability, booking, lookup, changes, cancellation, and waitlist support vary by provider. hiify.ai exposes only the actions supported by the connected provider and enabled in the published flow.

Browse integrations
Related industries

Same building blocks, different incoming moments

Compare how another team combines intake, knowledge, connected actions, and human handoff.

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Next step

Build a aesthetics & med spa workflow

Start with the incoming moment, add approved knowledge and supported actions, then define the human handoff.

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