Client CRM

A client CRM built for aesthetic clinics

Visit history, photos, notes, memberships, and payments on one profile. Every provider walks in prepared.

Book a demoSee pricing
Client profile
Maya Alvarez
Visits
14
Lifetime
$4.2k
Member
Gold
Recent visits
May 14
Botox · 24u · Forehead, glabella
Dr. Lane
Apr 02
Lip filler · 1.0 ml
Dr. Lane
Feb 18
HydraFacial · Signature
Ava Chen
5-star review after last visitLoyal client

The short answer

An aesthetic CRM keeps the whole client relationship on one profile: visit history, treatment charts, before-&-after photos, memberships, packages, payments, messages, and consents. Gracero's CRM is built for clinics — segmentation for marketing, duplicate merging with an audit trail, and lapse detection that feeds win-back automations.

The complete profile

Everything about the client, one screen.

Contact info, visit history, packages, memberships, payments, consent, notes. No clicking between apps to piece together who someone is.

  • Contact details, preferences, and tags
  • Full visit and payment history
  • Membership status, banked credits, and packages
Client profile
Maya Alvarez
Visits
14
Lifetime
$4.2k
Member
Gold
Recent visits
May 14
Botox · 24u · Forehead, glabella
Dr. Lane
Apr 02
Lip filler · 1.0 ml
Dr. Lane
Feb 18
HydraFacial · Signature
Ava Chen
5-star review after last visitLoyal client
Treatment history

Notes and charting tied to every visit.

Treatment notes, consent forms, and before-&-after photos live on the client profile, linked to each visit and provider. The charting aesthetic work actually requires.

  • Per-visit treatment notes and charting
  • Consent forms linked to each visit
  • Before-&-after photos on the profile
Client profile
Maya Alvarez
Visits
14
Lifetime
$4.2k
Member
Gold
Recent visits
May 14
Botox · 24u · Forehead, glabella
Dr. Lane
Apr 02
Lip filler · 1.0 ml
Dr. Lane
Feb 18
HydraFacial · Signature
Ava Chen
5-star review after last visitLoyal client
Stay in touch

Segments, tags, and smart follow-up.

Tag clients by treatment, membership tier, or spending. Rebooking nudges and win-back messages fire automatically when a client goes quiet.

  • Custom tags and smart segments
  • Automated rebooking reminders
  • Win-back flows for lapsed clients
Client profile
Maya Alvarez
Visits
14
Lifetime
$4.2k
Member
Gold
Recent visits
May 14
Botox · 24u · Forehead, glabella
Dr. Lane
Apr 02
Lip filler · 1.0 ml
Dr. Lane
Feb 18
HydraFacial · Signature
Ava Chen
5-star review after last visitLoyal client

Related features

Charting, consent & photosMarketing & reviewsMemberships & recurring

Built for

Med spa softwareIV therapy softwareMen's health softwareWeight loss clinic softwareLaser clinic softwareBody sculpting software

What makes a CRM 'aesthetic'

Generic CRMs track deals; salon software tracks appointments. An aesthetic clinic needs the clinical-adjacent layer on the same profile — which consent versions were signed, what was charted at each visit, how the photo series has progressed, what programs and memberships are active, and what the client is worth across the relationship. Gracero keeps all of it on one chart, so the provider walks in prepared and the front desk answers in one lookup instead of four tabs.

Retention lives in the CRM

Acquisition is expensive; the CRM is where you keep what you paid for. Gracero watches visit patterns per client and flags the ones going quiet before they're gone — feeding win-back automations, rebooking nudges after visits, and the weekly insights digest that turns 'retention' from a worry into a short list of named clients with suggested actions. Segments built on real behavior (last visit, services, spend, membership status) drive campaigns that read like they know the client — because they do.

Questions, answered

Everything you're wondering.

Client-relationship software purpose-built for aesthetic and wellness clinics: profiles that combine contact details with visit history, charting, photos, memberships, and payments; audience segmentation for campaigns; and retention mechanics like lapse detection and win-back flows. It replaces the generic CRM plus the spreadsheet plus the photo folder.
Duplicates get merged, not lost: the merge tool combines two records' history onto one profile — visits, sales, photos, forms — with a full audit trail of what merged and who did it. Front-desk typos stop fragmenting the client's story.
Yes. Visits, treatment notes, payments, memberships, packages, consent forms, and photos — one profile, most recent activity at the top.
Create custom tags (e.g. 'Botox client', 'VIP', 'Lapsed 90 days') and build segments from them. Use segments to trigger automated messages or target campaigns.
A client CRM with built-in aesthetic charting — visit history, treatment notes, consent, and photos. It is not a medical EMR.
Yes. We import clients from Boulevard, Mangomint, AestheticRecord, Vagaro, or a CSV — with history, contact details, and membership data intact.
Run your whole clinic in one place

See Gracero run your clinic.

A 15-minute demo: booking, payments, memberships, and the aesthetic layer, all in one platform.

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15-minute walkthroughEasy migrationNo commitment
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