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Keystone Spa OS

SOLUTION

Booking and Client Care

Let clients request and confirm appointments online, then keep care organized with follow-up, recall, consent documents, and surveys. Receiving an inquiry stays separate from confirming a visit; each has its own step.

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What this helps organize

The capabilities in this area

  • Calendar and appointment scheduling

    A shared calendar organizes appointments across your providers and services.

  • Online booking

    Clients can request and book appointments from your website without a phone call.

  • Service follow-up automations

    After a visit, automated messages check in so follow-up happens consistently.

  • Client recall management

    Track who's due to return and reach out on a schedule that fits your practice.

  • Custom consent documents and forms

    Build the consent and intake documents your practice uses, attached to the visit. See how Documents & Forms prepare them ahead of time.

  • Surveys and quizzes

    Gather feedback and information with surveys and quizzes sent through the system.

How it flows

A simple operational flow

  1. 01

    A client books online

    A client requests or confirms an appointment through your website booking.

  2. 02

    Consent and intake are collected

    Custom documents and forms are gathered ahead of the visit, attached to the record.

  3. 03

    Follow-up runs after the visit

    Automated messages check in, and recall keeps returning clients on schedule.

Available by plan

Which plans include this

Calendar and appointment scheduling, online booking, service follow-up automations, client recall management, custom consent documents and forms, and surveys and quizzes are included in Cornerstone and Keystone.

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Keep exploring

Adjacent solutions

Documents & forms, ready before the visit

Give clients a clear way to complete your practice-approved forms, consent documents and waivers before they arrive. Keep preparation organized so your team knows what is ready and what still needs attention. Use it for new-client questionnaires, practice-approved consent forms and waivers, service acknowledgments, and preparation checklists.

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Payments and Revenue

Send invoices, take payments, and manage memberships, gift certificates, and inventory from the same workspace. Keystone adds an online store so you can sell products alongside services.

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