What is Moxie Suite?

Owning a business is a big commitment. You're passionate about delivering top-notch aesthetic treatments, but the day-to-day operations leave you feeling burnt out.

Between juggling appointments, chasing down paperwork, and managing finances, it can be hard to find the time to focus on what truly matters — your clients and growing your business.

Imagine if there was a way to streamline your operations, automate tedious tasks, and gain valuable insights into your medspa's performance. What if you could free up time to focus on building client relationships and creating a truly exceptional spa experience?

This is where innovative software solutions like Moxie Suite come in.

If you're a medspa owner ready to take your business to the next level, keep reading to discover how Moxie Suite can empower you to achieve operational excellence, elevate client satisfaction, and unlock the full potential of your thriving practice.

What is Moxie Suite?

Ever feel like you need an extra set of hands to run your medspa? From appointment scheduling and client documentation to inventory management and financial tracking — Moxie Suite handles it all on a single, user-friendly platform. It combines the best of a CRM and the best of an EMR, creating a single purpose-built platform for medspa management.

The goal is to help you be more productive and to ensure that your clients enjoy a more seamless experience at your medspa.

Core features of Moxie Suite

The goal is to have a packed appointment calendar, but it’s also a lot to manage. Scheduling appointments and keeping track of client information can feel overwhelming.

Moxie Suite offers features that streamline your schedule and keep everything organized while allowing you to focus on delivering exceptional service.

Appointment management

• Dual-view scheduling: Moxie Suite offers two scheduling views to fit your preference. Need a detailed list of appointments? You've got it. Do you prefer a visual overview of your day? Switch to the calendar view.

• Seamless booking: Clients can book appointments directly online, freeing you and your staff from phone tag. Plus, automated confirmation emails and reminders keep everyone on track.

• Flexible workflow: If you need to find a last-minute slot or reschedule, you can simply drag and drop appointments easily, adapting to your day's flow.

• Prioritize with filters: Quickly identify appointments needing your attention. Filter by the status (confirmed, pending, canceled), initial assessment completion (ensuring client readiness), or provider action needed. Filters let you prioritize tasks and maximize your time.

Client forms and documentation

• Go paperless: Instead of managing manual files, upload and store all client forms electronically. This system organizes intake questionnaires, consent forms, and more in a readily accessible format.

• Compliance made easy: Moxie Suite provides pre-loaded templates for essential forms, ensuring you meet regulatory requirements effortlessly. (Though it’s always best to get the advice of your legal counsel on these sorts of things, as Moxie does not offer legal advice)

• Accessible client notes: With detailed notes attached to their profiles, you can track individual client needs and preferences. Client notes ensure personalized care and help you build stronger relationships with your clients.

• Centralized access for everyone: You and your staff can access client information from one central location, eliminating wasted time searching for paperwork. This setup translates to better communication and a more efficient workflow.

Benefits of using Moxie Suite

Running a successful medspa isn't just about offering top-notch services — it's about creating a personalized experience that keeps clients coming back for more.Having a software tool like Moxie Suite helps you go beyond basic appointment scheduling, empowering you to tailor your operations and craft unique client journeys that reflect your medspa's individuality. Here's how Moxie Suite helps you achieve this:Efficiency and productivityMoxie Suite tackles time-consuming tasks like: 

• Automated scheduling: Clients can book appointments directly online, eliminating manual scheduling and saving your staff valuable time.

• Streamlined workflow: Moxie Suite's intuitive interface allows for easy appointment management. Drag-and-drop functionality simplifies rescheduling. Filtering options help you prioritize tasks and focus on upcoming appointments.

• Centralized information: All client details and appointment information are stored electronically in one secure location. No more hunting for paperwork — everything you need is readily accessible to minimize delays and maximize efficiency.

Client satisfaction

Moxie Suite goes beyond streamlining your operations. It empowers you to deliver exceptional client care and booking options:‍

• Personalized service: Detailed client profiles with notes and past appointment history allow you to tailor treatments and cater to individual needs. This customized approach fosters stronger client relationships and builds trust.

• Seamless communication: Automated appointment confirmations and reminders ensure clients stay informed and appointments run on schedule. Additionally, Moxie Suite facilitates easy communication so that you can address any questions or concerns promptly.

• Improved client experience: By minimizing wait times and ensuring everything is organized, Moxie Suite contributes to a smooth and positive client experience from booking to appointment completion.

Managing client interactions

‍​​Imagine this: You no longer chase down missed appointments or struggle to recall a client's specific treatment history.

Moxie Suite has features that help you foster strong client relationships, streamline communication, and organize all client information in one central hub.

‍Communication with clients

Moxie Suite eliminates the need for lengthy phone calls or chasing down emails, allowing you to focus on delivering exceptional care. 

Keep clients informed and appointments running smoothly with the following:‍

• Automated confirmations and reminders: Moxie Suite automates appointment confirmations and reminders to reduce the burden on your staff. This feature translates to fewer missed appointments, a smoother flow throughout the day, and a professional experience for your clients.

• Two-way communication: Moxie Suite facilitates clear and efficient communication between you and your clients. You can easily address client questions and concerns directly through the platform, fostering trust and building stronger relationships with every interaction.

Client profiles

Moxie Suite takes basic contact details a step further. Each client profile becomes a repository with a comprehensive view of their history:‍

• Detailed client histories: Access past appointment details, treatment notes, and client preferences with ease. This platform allows you to tailor future services to individual needs, ensuring a consistent level of high-quality care and exceeding client expectations.

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• Digital wallets for convenience: Moxie Suite offers a secure digital wallet for each client. Eliminate the need for manual payment processing and easily manage packages, track gift certificates, and streamline transactions. Digital wallets give a more convenient experience for both you and your clients, saving valuable time and reducing potential errors.

• Interaction and transaction tracking: Track all your interactions with each client, including appointments, communication history, and purchase details. Interaction tracking empowers you to identify evolving client needs and preferences, allowing you to personalize your approach and ensure a consistently positive client experience.

Inventory and order management

Running a smooth medspa operation requires having the right supplies on hand at all times. Moxie Suite takes the guesswork out of inventory management, offering a convenient solution for ordering supplies and keeping track of your stock.

Effortless supply ordering & inventory management

• Order directly through Moxie Suite: Eliminate the need for multiple vendor calls and time-consuming searches by ordering essential medical supplies directly through Moxie Suite. This step will save you valuable time and streamline your procurement process.

• Real-time stock levels: With real-time inventory tracking, you always know exactly what's in stock. This feature prevents you from overstocking or running out of crucial supplies, ensuring uninterrupted operations and client satisfaction.

• Low-stock alerts: Never get caught off guard! Moxie Suite provides automated low-stock alerts, prompting you to reorder essential supplies before you run out. 

Financial management features

Imagine having a real-time window into your medspa's financial health. Moxie Suite empowers you to do just that, offering comprehensive sales and revenue tracking tools beyond basic numbers. 

Valuable insights

• Real-time sales tracking: Moxie Suite goes beyond basic reports. See your sales figures update instantly for a clear and immediate picture of your daily, weekly, and monthly revenue. This real-time data empowers you to identify trends instantly, allowing you to adjust marketing strategies, optimize staffing levels, and make informed decisions that maximize your earning potential.

• Detailed revenue reporting: Moxies Suite doesn't just track sales — it provides deep dives into your revenue streams. Generate comprehensive reports that analyze treatment performance, track package sales, and identify areas for growth.
  
  This level of detail allows you to see exactly where your income comes from, helping you focus your efforts on the most profitable services and packages.

• Data-driven decisions: With real-time sales data and insightful reports at your fingertips, you can confidently make informed business decisions. Moxie Suite empowers you to optimize pricing strategies based on market trends and client preferences, ensuring that you're maximizing revenue potential.

Streamlined transactions

Moxie Suite simplifies and secures your financial transactions, saving you time and minimizing errors:‍

• Automated billing and invoicing: Say goodbye to manual invoicing and chasing payments. Moxie Suite automates the entire process, allowing you to generate and send invoices electronically with just a few clicks. You’ll get timely payments from your clients, keeping your cash flow healthy.

• Secure payment processing: Moxie Suite integrates with secure payment gateways, offering your client various convenient payment options. You won’t have to handle cash or manage complex payment systems.

• Error-free transactions: Moxie Suite automates many financial tasks, reducing the risk of human error. Automated invoicing and secure payment processing ensure your financial records are accurate and reliable.

Customization and settings

Moxie Suite understands that every medspa is unique. That's why it offers a range of customization options, empowering you to tailor your services, pricing, and client experience to match your vision perfectly.

Personalization of services

• Effortless service creation: Moxie Suite allows you to easily add new services to your menu, ensuring your offerings reflect the latest trends and cater to your specific clientele.
  
  
• Beauty Banks and memberships: Create memberships custom for your medspa, making it easy to turn a one time client into a “regular” 

• Pricing flexibility: Set competitive pricing structures for each service or offer tiered packages to suit different client needs and budgets.

• Schedule control: Maintain complete control over your availability by setting your schedule within Moxie Suite. This feature ensures appointments align with your working hours, prevents double booking, and promotes a healthy work-life balance for you and your staff.

Customized client experiences

Moxie Suite goes beyond basic service creation. It empowers you to personalize the client experience:‍

• Customized service menus: Tailor service menus based on provider expertise or treatment categories. These menus allow clients to easily find the services that best suit their needs and preferences.

• Detailed service management: Define specific durations, room requirements, and staff assignments for each service. This organization ensures smooth operation and client satisfaction by eliminating confusion or delays during appointments.

Moxie: Your partner in medspa success

Let us be your partner in building a thriving medspa. Moxie empowers aspiring medspa owners across the country to launch faster, manage their operations, and achieve real success.We take the burden off your shoulders so that you can focus on what you do best — providing exceptional care to your clients.Here's how Moxie can help your medspa thrive:‍

• Marketing done for you: Moxie manages everything from website creation (under your brand) to targeted advertising that drives new clients through your doors.

• Hands-on, expert growth coaching: Our dedicated coaches meet with you regularly to support your growth, give you hands-on help, and guide you through launching, managing, and growing $your medspa.

• Software built for medspas: With online appointment scheduling, charting to text message marketing, and memberships — we’ve got you covered. Moxie makes it easier than ever to run your business and wow your clients.

‍Book a free strategy session today.