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Onboarding Roadmap: From Signup to Success!

Listen (about 2 minutes) or read below.

Here's exactly what happens once you sign up. You'll get a welcome email with a short onboarding form and a link to book your kickoff call.

The form covers your business basics: your business name, website, service areas, hours, services, goals, and who on your team should get alerts. Phone carriers also require your legal business name and EIN to approve business texting, and you'll enter those in the same secure, encrypted form. Please never send your EIN, bank details or passwords by email or text.

To receive payments from your customers, you'll enter your bank details yourself on Stripe's secure page. Our team never sees your full account numbers. You'll also invite us as a manager on your Google Business Profile, website and social accounts. That's safer than sharing passwords, and you can remove our access anytime.

Tiers 1 and 2 take two days. Day 1: your kickoff call, plus account, phone and CRM setup. Day 2: automations, booking and review requests, then your walkthrough and go-live.

Tiers 3 and 4 take three days. Day 1: kickoff and account setup. Day 2: automations, AI and integrations. Day 3: full testing, your walkthrough, and go-live.

From you, we just need replies within one business day, and you on the kickoff and go-live calls.

If you started with the FREE trial, nothing is charged today. When your 14-day trial ends, your one-time setup fee and your first month are charged together. If you cancel before then, you pay nothing at all. And if you chose an annual plan, your full year was charged at signup, with two months FREE and no setup fee.

Questions? Call 1-800-455-5691 or email support@viperconsulting.ai. We're glad you're here.
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Viper Consulting shield logo Viper Consulting™ 1-800-455-5691

Viper Consulting™ for MedSpas

Keep every treatment room booked

Viper Consulting™ builds and runs the system that confirms every appointment, brings clients back on time for their next treatment and answers inquiries day and night.

FREE audit, $0 today, no contract, cancel anytime

Start my 14-day FREE trialGet my FREE audit

What we set up for your med spa

Built for med spas, aesthetics clinics, laser and injector studios. Done for you, so there's no new software to learn.

Fewer no-shows

Automatic confirmations and reminders by text and email before every appointment, with an easy way to rebook a cancellation.

Rebooking on schedule

Clients get a reminder when they're due for their next treatment, so repeat visits happen without your front desk chasing them.

Consults booked at night

On Tier 3, the AI booking bot answers common questions about treatments and availability and books consults 24/7.

Memberships and VIP offers

Run membership, VIP and birthday programs with automatic messages that keep your best clients coming back.

Social content made simple

Plan and publish posts across Facebook, Instagram, LinkedIn and TikTok from one place (with each client's written photo consent).

More 5-star reviews

Happy clients get a review request after their visit, and AI drafts professional replies to every review.

Patient privacy first. Our team is HIPAA-trained. Reminders and follow-ups stay generic, with no diagnosis or treatment details by text or email. How we protect patient privacy

Your automated workflows

Here is exactly what runs in the background for your med spa, every day, without anyone lifting a finger. Our team builds, tests and launches every workflow for you, then tailors the wording, timing and offers to your business.

  1. 1

    Missed-Call Text Back Every plan

    Starts when: A call goes unanswered

    Texts the caller back within seconds with a link to book, so the client books with you instead of the next spa.

  2. 2

    Appointment Confirmation & Reminders Every plan

    Starts when: A client books a treatment or consult

    Confirms the appointment and sends reminders 24 hours and 2 hours before it.

  3. 3

    No-Show & Cancellation Recovery Tier 2+

    Starts when: A client misses or cancels

    Sends a friendly text to rebook after 30 minutes and an email 2 days later, and stops as soon as they book.

  4. 4

    Treatment Rebooking Reminder Tier 2+

    Starts when: A treatment is completed

    About 4 weeks later, reminds the client it's time for their next treatment by text, then by email.

  5. 5

    Membership Welcome & Retention Tier 2+

    Starts when: A client joins your membership

    Sends a welcome email and text, and a friendly booking reminder if they haven't booked within 3 weeks.

  6. 6

    Referral Program Tier 2+

    Starts when: A treatment is completed, or a referral is earned

    Invites happy clients to refer a friend and thanks them automatically when a referral books, with a task for your staff to apply the reward.

  7. 7

    Birthday Offer Tier 2+

    Starts when: 7 days before a client's birthday, every year

    Sends a birthday email and text with a special offer for that month, plus a reminder.

  8. 8

    Seasonal Promotion Tier 2+

    Starts when: You start a seasonal offer

    Sends your current offer by email and text, and stops for anyone who books.

  9. 9

    Review Request Every plan

    Starts when: A treatment is completed

    Asks happy clients for a Google review at the right moment.

Workflows marked “Every plan” are included from Tier 1. Workflows marked “Tier 2+” are included from Tier 2 (Growth & Automation) and up. Texting starts once the phone carriers approve your business texting registration.

How it works

Get your FREE audit

We review how your business handles calls, leads, follow-up and reviews today, and recommend the right plan.

We build and launch it for you

Our team sets up your CRM, phone and texting, booking, workflows and reviews. Tiers 1 and 2 go live in 2 days, Tiers 3 and 4 in 3 days.

You get more clients

The system replies, reminds, follows up and asks for reviews on its own, and every conversation lands in one simple inbox.

The plan we recommend

Tier 2: Growth & Automation · $597/month

MedSpas live on rebooking. Tier 2 adds the advanced workflows behind treatment reminders, rebooking every few weeks, birthday offers, membership and referral programs, plus the Social Media Planner for before/after-style content and AI replies to reviews. Tier 3 adds 24/7 AI booking bots that answer pricing and treatment questions at night and book consults straight onto your calendar, plus Voice AI for phone calls. Tier 4 adds negative-review monitoring and appeals, plus local SEO.

Also consider: Tier 3: Scale & AI Enterprise ($997/month). Every plan starts with a 14-day FREE trial, and annual plans save you two months.

See Tier 2 and start FREE Compare plans

Frequently asked questions

How does it cut no-shows and late cancellations?

Clients get automatic confirmations and reminders by text and email 24 hours and 2 hours before every appointment, and a cancellation can trigger a message to rebook, so empty chairs get filled.

Can it bring clients back for repeat treatments?

Yes. Tier 2 sends rebooking reminders when a client is due for their next treatment, plus birthday offers, membership promotions and win-back messages to clients who haven't visited in a while.

Can clients ask about pricing and book a consult at night?

Yes. On Tier 3, our 24/7 AI booking bot answers common questions about treatments, pricing ranges and availability by web chat and text, and books the consult straight onto your calendar. Voice AI answers phone calls the same way.

Can we run a membership or VIP program?

Yes. Tier 2 runs membership, VIP and referral programs with automatic messages. Tier 3 adds a client portal with members-only content, and annual plans include our BONUS rewards, promotions and membership programs built for your industry.

Can we post before-and-after content on social media?

Yes. Tier 2 includes the Social Media Planner to plan and publish posts across Facebook, Instagram, LinkedIn and TikTok. Always get each client's written consent before posting their photos.

Which plan do most MedSpas choose?

Tier 2 (Growth & Automation) for the rebooking and membership engine. Choose Tier 3 when after-hours inquiries and phone volume are high, because 24/7 AI booking and Voice AI are included.

How do you protect patient privacy?

Our team is HIPAA-trained. We set up your system so patient privacy comes first: appointment reminders and follow-ups stay generic (date, time and location only), no diagnosis or treatment details go out by text or email, and every user signs in with two-factor login. Clinical records stay in your existing patient-records system.

How long does setup take?

Onboarding takes 2 days on Tiers 1 and 2, and 3 days on Tiers 3 and 4, from signup to go-live. Our team builds, tests and launches everything for you.

What does it cost?

Plans start at $297 a month, with a FREE audit, $0 today, no contract, cancel anytime. Every plan starts with a 14-day FREE trial, and annual plans save you two months (up to $3,194 a year). See all plans on our pricing page.

What happens when the FREE trial ends?

When your 14-day trial ends, your one-time setup fee (equal to one month of your plan) and your first month are charged together. After that your plan simply renews monthly. There's no contract, so you can cancel anytime, and if you cancel before the trial ends you pay nothing. Annual plans have no setup fee.

Ready to see it for your med spa?

Get a FREE audit of your calls, leads and reviews, or start your 14-day FREE trial today. $0 today, no contract, cancel anytime. Questions? Call 1-800-455-5691.

Start my FREE trial Get my FREE audit