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Built on InfiniBot by KIS

InfiniBot AI OS for Med Spas

Consult intake, consent forms and treatment-plan packages, with every clinical step held for a licensed provider.

Run the live demo Get your Med Spas AI OS

Touch the water

Handle the front-desk paperwork, and leave every clinical decision to your providers

Who it is for

Med spa owners and front-desk teams who juggle consult requests, forms, packages and follow-ups around their licensed providers.

The problem

Staff chase forms as clients arrive. A missing form can make a visit start late. Clinical questions reach people who should not answer them, and package visits end up tracked in a spreadsheet.

What you get

  • Consult requests answered, with forms sent before the visit.
  • A clear view of which forms are done and which are missing.
  • Clinical questions passed to your providers. The AI does not answer them.
  • A record of who did what, and nothing clinical goes out without provider approval.

The AI OS console

Watch it run the business

Lumen Aesthetics (sample) is a made-up business. Press a control or let it play.

What is happening now

Send a consult request, step 1 of 5

Intake form goes out

What happens
The client gets a link to the intake form, so personal details are not typed into a text. They fill it in, and the chart fills in line by line.
Who does it
Intake coordinator agent, then the client
What it gives you
The details are in hand before the visit, so staff are not chasing a clipboard at the door.

Send a consult request, step 2 of 5

Forms are signed

What happens
The client works through your privacy, photo and clinic consent forms and signs. The time is recorded.
Who does it
The client, tracked by the Intake coordinator agent
What it gives you
You can see what is signed at a glance. A missing form shows up early, not at the door.

Send a consult request, step 3 of 5

A draft is prepared

What happens
The package the client asked about is pulled from your menu as a draft for the provider. It is admin, and it is not a recommendation.
Who does it
Plan coordinator agent
What it gives you
The provider starts from a tidy summary instead of a blank page.

Send a consult request, step 4 of 5

A provider reviews it

What happens
The gate stays locked until a licensed provider reads the chart and decides. They can change or reject the draft.
Who does it
Your licensed provider, always
What it gives you
Clinical judgment stays with the person qualified to make it.

Send a consult request, step 5 of 5

The consult is booked

What happens
The client is told the time and that their provider will talk through options in person. A reminder is set.
Who does it
Scheduler agent
What it gives you
The client knows what happens next, and your team did not retype anything.

Simulate a call, step 1 of 6

A clinical question comes in

What happens
The caller asks whether a treatment is right for them. The Receptionist recognizes this as a clinical question and does not give an answer.
Who does it
Receptionist agent, by voice
What it gives you
The AI stays out of medical advice. You set what counts as clinical.

Simulate a call, step 2 of 6

Intake form goes out

What happens
The Receptionist offers a consult. The caller agrees and gets a link to the intake form.
Who does it
Receptionist and Intake coordinator agents
What it gives you
The caller gets a next step, and the real question goes to a provider.

Simulate a call, step 3 of 6

Forms are signed

What happens
The client signs your forms online, and each one is ticked off.
Who does it
The client
What it gives you
The paperwork is out of the way before they arrive.

Simulate a call, step 4 of 6

A draft is prepared

What happens
A draft from your menu is set up for the provider to read.
Who does it
Plan coordinator agent
What it gives you
The provider has context, including the question the caller asked.

Simulate a call, step 5 of 6

A provider reviews it

What happens
The provider decides what is shared with the client. The gate stays locked until they do.
Who does it
Your licensed provider, always
What it gives you
Nothing clinical reaches a client without provider sign-off.

Simulate a call, step 6 of 6

The consult is booked

What happens
The time is confirmed and a reminder is set.
Who does it
Scheduler agent
What it gives you
The caller gets their answer in the right place: in person, from a provider.

Run the day, step 1 of 5

Reminders go out

What happens
Clients with visits today get a reminder. The text gives the time and leaves out treatment details.
Who does it
Follow-up agent
What it gives you
Fewer surprises, and nothing private sits in a text thread.

Run the day, step 2 of 5

Forms are checked

What happens
Each of today's visits is checked for missing forms. One is missing, so the link is sent again.
Who does it
Intake coordinator agent
What it gives you
You find the gap in the morning, not when the client is in the room.

Run the day, step 3 of 5

The missing form is signed

What happens
The client signs before the 2:00 visit.
Who does it
The client
What it gives you
The visit can start on time.

Run the day, step 4 of 5

Aftercare waits for a provider

What happens
An aftercare note from your own template is queued. A provider approves it, and the AI does not change the clinical wording.
Who does it
Provider approves, Follow-up agent sends
What it gives you
Clients get your wording, reviewed by your provider.

Run the day, step 5 of 5

The day is closed

What happens
Package visits are counted, the ledger is closed, and the activity record is ready for the owner.
Who does it
Bookkeeper agent
What it gives you
No spreadsheet, and a clear record of who did what.
Lumen Aesthetics (sample)AI OS, built on InfiniBot by KIS Interactive demo, simulated data 9:00 AM
  1. Intake
  2. Consent
  3. Plan
  4. Provider
  5. Booked

Client messages

I would like to book a consult.

Happy to help. I have sent a link to your intake form.

Client chart

Client
Jordan D.
Date of birth
04/12/1990
Allergies listed
Latex
Past treatments
Facials
Goal for consult
Discuss skin care plan

Consent packet

  • Privacy notice
  • Photo consent
  • Clinic consent form
Awaiting signature

Drafts stay locked until a licensed provider reviews them.

Activity record

  1. IntakeForm link sent. No health details in the text.
  2. ProviderApproves every plan before the client sees it.

Workflow illustration with sample data and sample prices. It makes no medical claims and does not show any treatment result. Clinical decisions stay with your licensed providers.

How to read this screen

Left: Client messages
The conversation with the client. Nothing personal is sent in these messages, only a link to a form.
Client chart
Sample form answers. They are blurred by default, and the switch shows how staff could reveal them. Revealing them adds a line to the activity record.
Consent packet
The forms a client signs. The wording of real forms comes from your clinic.
Packages
Sample menu items with sample prices. Press one to run the path again with it.
Provider gate
Stays locked until a licensed provider reviews the draft. The approval is shown as a button in the demo.
Right: Activity record
Which agent or person did what, in order.

Every step, in plain words

Each button on the console runs one of these. You can read them here without playing anything.

Send a consult request

A website visitor asks for a consult. The AI handles the admin around it, and a licensed provider makes every clinical decision.

  1. Intake form goes out
    What happens
    The client gets a link to the intake form, so personal details are not typed into a text. They fill it in, and the chart fills in line by line.
    Who does it
    Intake coordinator agent, then the client
    What it gives you
    The details are in hand before the visit, so staff are not chasing a clipboard at the door.
  2. Forms are signed
    What happens
    The client works through your privacy, photo and clinic consent forms and signs. The time is recorded.
    Who does it
    The client, tracked by the Intake coordinator agent
    What it gives you
    You can see what is signed at a glance. A missing form shows up early, not at the door.
  3. A draft is prepared
    What happens
    The package the client asked about is pulled from your menu as a draft for the provider. It is admin, and it is not a recommendation.
    Who does it
    Plan coordinator agent
    What it gives you
    The provider starts from a tidy summary instead of a blank page.
  4. A provider reviews it
    What happens
    The gate stays locked until a licensed provider reads the chart and decides. They can change or reject the draft.
    Who does it
    Your licensed provider, always
    What it gives you
    Clinical judgment stays with the person qualified to make it.
  5. The consult is booked
    What happens
    The client is told the time and that their provider will talk through options in person. A reminder is set.
    Who does it
    Scheduler agent
    What it gives you
    The client knows what happens next, and your team did not retype anything.

Simulate a call

A caller asks a clinical question. This is the key safeguard: the AI does not answer it, and offers a consult with a provider.

  1. A clinical question comes in
    What happens
    The caller asks whether a treatment is right for them. The Receptionist recognizes this as a clinical question and does not give an answer.
    Who does it
    Receptionist agent, by voice
    What it gives you
    The AI stays out of medical advice. You set what counts as clinical.
  2. Intake form goes out
    What happens
    The Receptionist offers a consult. The caller agrees and gets a link to the intake form.
    Who does it
    Receptionist and Intake coordinator agents
    What it gives you
    The caller gets a next step, and the real question goes to a provider.
  3. Forms are signed
    What happens
    The client signs your forms online, and each one is ticked off.
    Who does it
    The client
    What it gives you
    The paperwork is out of the way before they arrive.
  4. A draft is prepared
    What happens
    A draft from your menu is set up for the provider to read.
    Who does it
    Plan coordinator agent
    What it gives you
    The provider has context, including the question the caller asked.
  5. A provider reviews it
    What happens
    The provider decides what is shared with the client. The gate stays locked until they do.
    Who does it
    Your licensed provider, always
    What it gives you
    Nothing clinical reaches a client without provider sign-off.
  6. The consult is booked
    What happens
    The time is confirmed and a reminder is set.
    Who does it
    Scheduler agent
    What it gives you
    The caller gets their answer in the right place: in person, from a provider.

Run the day

A sped-up clinic day: reminders, form checks, aftercare and closing the books.

  1. Reminders go out
    What happens
    Clients with visits today get a reminder. The text gives the time and leaves out treatment details.
    Who does it
    Follow-up agent
    What it gives you
    Fewer surprises, and nothing private sits in a text thread.
  2. Forms are checked
    What happens
    Each of today's visits is checked for missing forms. One is missing, so the link is sent again.
    Who does it
    Intake coordinator agent
    What it gives you
    You find the gap in the morning, not when the client is in the room.
  3. The missing form is signed
    What happens
    The client signs before the 2:00 visit.
    Who does it
    The client
    What it gives you
    The visit can start on time.
  4. Aftercare waits for a provider
    What happens
    An aftercare note from your own template is queued. A provider approves it, and the AI does not change the clinical wording.
    Who does it
    Provider approves, Follow-up agent sends
    What it gives you
    Clients get your wording, reviewed by your provider.
  5. The day is closed
    What happens
    Package visits are counted, the ledger is closed, and the activity record is ready for the owner.
    Who does it
    Bookkeeper agent
    What it gives you
    No spreadsheet, and a clear record of who did what.

What each connection is for

Google Calendar
Provider schedules and consult times.
Stripe
Taking payment for visits and packages.
QuickBooks
Your books, kept in step with payments.
Online forms
Intake and consent forms the client fills in by link.
Phone & SMS
Answering calls and sending reminders without treatment details.
Client portal
A place for clients to read what a provider has shared.
CRM
Your client list and visit history.

What stays with a person

  • Every clinical decision: who is suitable, which treatment, and any advice.
  • The wording of your consent forms and aftercare notes.
  • What the AI must treat as a clinical question and pass on.
  • Your legal and regulatory duties. Talk to your own advisers about how any system should be set up for your clinic.

Day in the life

Before, and with the AI OS

Before

  1. Front desk chases paper intake forms as clients arrive.

  2. A consent form is missing and a visit starts late.

  3. A clinical question lands with someone who should not answer it.

  4. Package sessions are tracked in a spreadsheet.

  5. Follow-ups wait until tomorrow.

With AI OS

  1. The Intake coordinator has forms back before clients arrive, so the desk is not chasing paper.

  2. A missing form was flagged and resent earlier, so the visit can start on time.

  3. The Receptionist passes clinical questions to a provider. The AI does not answer them.

  4. The Bookkeeper updates package visits as they are completed, with no spreadsheet.

  5. Provider-approved aftercare notes are out and the activity record is ready.

The agents in this OS

A crew that never clocks out

AI OS

  1. Receptionist

    Answers calls and messages, books consults and routes clinical questions to your providers.

  2. Intake coordinator

    Sends intake and consent forms by link and tracks what is still missing.

  3. Plan coordinator

    Prepares draft packages from your menu for provider review.

  4. Activity record

    Keeps a running note of who viewed and approved what.

  5. Follow-up

    Sends reminders, and aftercare notes after a provider approves them.

  6. Bookkeeper

    Tracks package sessions and closes out the ledger.

Each agent is configured for med spas on InfiniBot, with approvals where you want a person to sign off.

Integrations

Connects with the tools you already run

  • Google Calendar
  • Stripe
  • QuickBooks
  • Online forms
  • Phone & SMS
  • Client portal
  • CRM

Get your Med Spas AI OS

Built on InfiniBot by KIS around how your med spas business runs. The demo above uses simulated data; yours runs on your own.

Get your Med Spas AI OSHow we work