---
title: "Med Spa POS for Salesforce | Eposly"
url: https://eposly.io/industries/healthcare-and-services/med-spas
description: "Medical spa POS system that runs inside Salesforce. Sell treatment packages and skincare, take deposits and record every payment against the patient record."
lang: en-GB
---

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.

Try the interactive demo (https://eposly.io/demos/interactive-eposly-demo)

Image: A laser treatment package on a patient's order in Eposly on iPad (https://eposly.io/images/industries/med-spas/medspa-02-hero-step2-build-order.png)

Treatment packages and skincare on one order

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.

1. 01
   ### Open the patient
   After the consultation, start the order on the patient's record and find the treatment package.
2. 02
   ### Build the order
3. 03
   ### Take the deposit
4. 04
   ### Check the day's orders
5. 05
   ### Collect the balance

Try the interactive demo → (https://eposly.io/demos/interactive-eposly-demo)

Image: The Eposly screen for the selected step (https://eposly.io/images/industries/med-spas/medspa-01-step1-open-patient-find-package.png)

### 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.

Image: Treatment payments, packages and deposits recorded against the patient record in Salesforce, feeding patient and revenue reporting (https://eposly.io/images/industries/med-spas/salesforce-med-spas-pos-patient-record.webp)

## What should a med spa POS handle?

A med spa needs to

How Eposly handles it

Capability

Sell treatment courses and skincare together

Treatments, packages and products from your Salesforce catalog on one order

Transaction Execution →: https://eposly.io/product/capabilities/transaction-execution

Price the plan agreed in consultation

Your Salesforce setup can hold package and member pricing, and Eposly applies it as the order is built

Configuration and Pricing →: https://eposly.io/product/capabilities/configuration-pricing

Take deposits and collect balances

Deposits, split and partial payments, payment links and scheduled card payments

Payments →: https://eposly.io/product/capabilities/payments

Keep card data out of Salesforce

The connected PCI-compliant payment provider tokenizes card details

Work within your access controls

Records use your Salesforce roles, permissions, field-level security and audit controls

Know the patient at the desk

Purchases, open orders and balances on the patient record during the sale

Assisted Sales →: https://eposly.io/product/capabilities/assisted-sales

### 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 skincare**Card, cash, gift card or a split, in one step.
- **Treatment package**Deposit at booking, balance at a later visit.
- **Not in the spa**Payment link for part or all of the amount.
- **Package paid over timeNew **Deposit 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.

How payments work in Eposly →: https://eposly.io/products/payments

Image: Setting up scheduled card payments on a patient's saved card in Eposly (https://eposly.io/images/industries/med-spas/medspa-06-payments-recurring-setup.png)
Image: Schedule details: frequency, start date and amount per payment (https://eposly.io/images/industries/med-spas/medspa-07-payments-schedule-details.png)
Image: Confirmation that the payment schedule is active (https://eposly.io/images/industries/med-spas/medspa-08-payments-plan-created.png)

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

Image: Pearl Morissette (https://eposly.io/images/industries/med-spas/logo-pearl-morissette.png)

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 AppExchange

Read the Pearl Morissette story → (https://eposly.io/customers/pearl-morissette)

## Where do med spas fit within premium in-person services?

Med spas are one of the businesses Eposly serves as a POS for service businesses (https://eposly.io/industries/healthcare-and-services): a known patient, a treatment plan agreed in consultation and payments that span the course.

Main industry page**Premium in-person services and healthcare**Back to services →: https://eposly.io/industries/healthcare-and-services
Clinics and therapy**Healthcare and clinics**Learn more →: https://eposly.io/industries/healthcare-and-services/healthcare-point-of-sale

Med spa POS one-pager

## Take this page to your team

The key points from this page in one document to share with your team.

By downloading, you agree to our privacy policy (https://eposly.io/privacy).

## 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.

Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo
Read the Pearl Morissette story →: https://eposly.io/customers/pearl-morissette
Talk to us →: https://eposly.io/contact

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