Premium in-person services
The med spa POS that runs inside Salesforce
Sell treatment packages and skincare directly in Salesforce. Every payment is recorded against the patient record in Salesforce.
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Eposly brings med spa sales and payments into Salesforce. After the consultation, staff add the treatment package and any aftercare skincare to one order, then take payment in full or as a deposit with the balance later. Every payment is recorded against the patient record in Salesforce, and card details stay with the connected payment provider.
- Treatment packages and skincare on one order
- Deposits, split payments and balances on the patient record
- Patient-paid transactions only, never clinical billing
After the consultation
What makes med spa payments different?
The sale starts with a treatment plan, not a shopping basket.
The plan comes first
A consultation sets the treatment, the number of sessions and the price.
Treatments are sold as courses
Laser, facials and peels are bought in packages of several sessions.
Payment spans the course
A deposit at booking, the balance across later visits.
Skincare follows the treatment
Aftercare products are recommended and sold in the same visit.
Patient data needs care
Every extra system that holds patient and payment data adds compliance work.
A treatment package
How does Eposly handle a treatment package sale?
One order on the patient record, from the deposit to the final payment.
How do packages and deposits stay on the patient record?
The package, the deposit and every later payment are created in Salesforce against the patient record, so front desk, practitioners and finance see what was bought and what is still to pay from the same history.
Every med spa payment, connected in Salesforce
Treatment payments, packages and deposits are recorded against the patient record in Salesforce, feeding patient and revenue reporting.
What should a med spa POS handle?
What is out of scope for Eposly in a med spa?
Eposly handles the commercial, patient-paid transaction: treatments, packages, products and balances. It is not clinical billing, insurance adjudication or a replacement for medical spa software that runs bookings, charting and consent.
Payments
How does med spa payment processing work in Salesforce?
- Single treatment or skincareCard, cash, gift card or a split, in one step.
- Treatment packageDeposit at booking, balance at a later visit.
- Not in the spaPayment link for part or all of the amount.
- Package paid over timeNewDeposit at the desk, then scheduled payments on the patient's saved card until the package is paid off.
Recurring schedules run with a supported payment provider.
Eposly runs in-person, customer-linked transactions inside Salesforce across industries. Pearl Morissette uses the same model in its tasting rooms, vineyard store and events.
Eposly enabled us to connect our vineyard stores, our website and tasting rooms all to Salesforce. Not only the data we captured helped us provide tailored wine recommendations to our patrons.Milton Mednick, Managing Director, Pearl Morissette
A boutique Ontario winery whose sommeliers take payments in the vineyard store, the tasting room and at off-site events, on iPad and mobile with a connected card machine.
5.0 on Salesforce AppExchangeWhere do med spas fit within premium in-person services?
Med spas are one of the businesses Eposly serves as a POS for service businesses: a known patient, a treatment plan agreed in consultation and payments that span the course.
Med spa POS one-pager
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Questions buyers ask
Can deposits and split payments be taken for treatments?
Yes. Take a deposit when the package is booked, split a payment across cards or cash, and collect the balance at a later visit or by payment link. Every payment is recorded against the order and the patient record in Salesforce.
Can a treatment package be paid monthly?
Yes. After the deposit, staff set up a recurring schedule on the patient's saved card that stops once the package is paid off. A failed collection pauses the schedule and shows in a report for follow-up.
Do you handle insurance billing?
No. Eposly handles patient-paid transactions: treatments, packages, products and balances. Insurance billing and claims stay in the systems built for them.
Does Eposly replace medical spa software?
No. Bookings, charting, consent forms and practitioner schedules stay in your medical spa software. Eposly runs the sale and the payment in Salesforce.
Bring your med spa payments into Salesforce
See how a point of sale runs inside Salesforce.