Viewing sample: Med spas · Home services · Property managers · E-commerce
DoLessWork · Sample book · Med spas
Lumen Aesthetics
A single-location med spa with nine staff, two weeks after setup. Your own workspace looks like this once your enquiries are pointed at it and your standing rules are written.
Overview
you find out how the month went from your gut and your bank balance.
every module reports time saved and results in one place, live.
Hours saved
24.6
Est. value (at $50/hr)
$1,230
Leads captured
21
Lead conversion
38%
Lead Capture & Nurture
leads sit across a contact form, a personal inbox, and voicemail, and the vague ones never get a reply.
every lead is captured, AI-scored, and answered; the uncertain ones go to your Partner, not the void.
| Name | Message | Score | AI summary | Status | Handled by |
|---|---|---|---|---|---|
| Priya R. priya.r@gmail.com | Saw your tox pricing on Instagram. Do you do a consult first or can I just book? | 88 | High intent: ready to book, asking about the consult step. | closed | AI |
| Danielle W. dwhitmore@outlook.com | How much is a full face of filler? Just want a ballpark before I come in. | 79 | Pricing question: standing rule says consult first, never a written quote. | contacted | AI |
| Marisol C. marisol.c@yahoo.com | I had lip filler with you Tuesday and one side is much more swollen than the other. Is that normal or should I come in? | 96 | CLINICAL: post-treatment concern. Not answered by AI. Routed to the clinical team, flagged urgent. | new | Ivy S. |
| Bree T. bree.tran@gmail.com | Do you take care credit? Looking at a package for microneedling. | 71 | Financing question on a package: answerable from standing rules. | contacted | AI |
| Anon. k.mailer@fastmail.com | am i a good candidate for morpheus8 i have rosacea | 83 | CLINICAL: candidacy question with a skin condition. Never assessed in writing. Consult offered, no advice given. | new | Ivy S. |
The moment you control: every reply waits for you
You tell us your rules once. Every message that arrives gets read, scored and answered, then waits for you.
Your standing ruleNever quote treatment prices by email. Consultation first. Never give medical advice or discuss whether someone is a candidate. Always mention that a licensed provider does the assessment.
Hi Elena, Being cautious about this is a good instinct, and it's a common one. Most people booking their first consultation say something similar. I'm not able to tell you whether you're a candidate or quote a price by email. Both of those are assessed in person by one of our licensed providers, who'll talk through what's realistic for you and what it would involve before anything is booked. The consultation itself is where all of that gets answered. Would you like me to find you a time? Lumen Aesthetics
No drafted reply is sent until you approve it. There is no auto-send for written replies, on any plan. The AI does the writing; you stay the one who decides.
Elena V. is invented for this example. We launched recently and don't publish real customer messages. The draft is the genuine output format, refusals included.
Your human Partner
hiring help means weeks of job posts, interviews, and hoping.
describe the role, see a ranked shortlist, accept with one click, and hybrid AI routing is on from minute one.
Ran front desk and scheduling for a multi-provider clinic; handles reschedules and recall lists end to end.
- Covers 4/4 required skills
- Strong English (5/5)
- Clinic front-desk experience
- Available 40 hrs/week
Order Processing
orders arrive by email and sticky note; the unusual ones slip through.
routine orders process themselves; bulk and judgment calls are flagged straight to your Partner.
| Customer | Items | Notes | Status | Handled by |
|---|---|---|---|---|
| Front desk retail desk@lumen.example | 12× Mineral SPF 46 | ⚑ Bulk quantity (12 units): confirm stock before processing retail shelf restock | processing | Ivy S. |
| Danielle W. dwhitmore@outlook.com | 1× Vitamin C serum | add-on at checkout | fulfilled | AI |
| Bree T. bree.tran@gmail.com | 1× Post-treatment recovery balm | aftercare, added to package | new | AI |
Inventory Autopilot
you notice you're out of something when the job (or the order) needs it.
fulfilled orders decrement stock automatically and restock triggers fire before you run dry.
| SKU | Item | Stock | Restock at |
|---|---|---|---|
SPF-46 | Mineral SPF 46 | 4Low: reorder 24 | 8 |
VITC-20 | Vitamin C serum 20% | 14 | 6 |
BALM-PT | Post-treatment recovery balm | 9 | 5 |
Marketing ROI
you can't tell which effort actually pays.
hours saved and outcomes attributed per module, computed from the audit trail, not typed in.
Lead funnel
Billing & Docs
invoices live in another tool, and chasing late payers is a guilt-powered manual chore.
create, print, and track invoices here. Overdue ones flag themselves for chasing.
| Number | Customer | Total | Due | Status |
|---|---|---|---|---|
INV-0043 | P. Raghavan: consult + tox | $640.00 | Jul 9 | paid |
INV-0044 | B. Tran: microneedling package (3) | $1,050.00 | Jul 14Overdue: chase payment | sent |
Compliance
if a client or regulator asks what happened, you reconstruct it from memory.
every AI and human action is logged with its time saved, exportable in one click.
| When | Action | Hours saved |
|---|---|---|
| Yesterday, 1:11 PM | Clinical enquiry routed to human | 0.00 |
| Yesterday, 6:42 PM | Appointment booked | 0.15 |
| Yesterday, 10:20 AM | Draft approved and sent | 0.20 |
| Tuesday, 4:05 PM | Restock trigger fired | 0.10 |
| Tuesday, 11:15 AM | Invoice created | 0.20 |
This is the empty dashboard's final form.
Your workspace starts blank. Then your contact form, phone number, and order flow fill it exactly like this. Setup takes minutes. The first month is $100 while we build your standing rules with you, then $299/month, and you can cancel any time.
Send us your last three enquiries →Questions first, or just not ready yet?
Tell us about your business. We'll reply with the first three things we'd automate for you. No account needed.