In my spaAfter 26 years of running a spa on whatever software the vendor sold us, I spent a year in AI systems and built Opteva on GoHighLevel: the data model, the guardrails that block medical claims, the publishing. I have been on both sides of the demo. Steph: one systems project with a before and after, and the stack you actually implement and support (booking systems, phone, forms, payments, EMR you work alongside).
What the seat covers
- Booking and CRM. One system of record for patients, appointments and follow-up. GoHighLevel first, since I build on it, but the right answer depends on what you already run.
- Phones and missed-call follow-up. What happens when the front desk cannot answer. Usually nothing. That is the most expensive gap in the building.
- Intake, consent and forms. Digital, signed before the appointment, filed where you can find them, including photo consent.
- Automations between tools. Rebooking reminders, review requests, membership renewals, treatment-cycle campaigns, running without a person pressing a button.
- AI tools, honestly evaluated. Which ones earn their subscription in a spa and which ones are a demo. I have built one; I know what the hard part is.
- Reporting. The dashboard the finance and operations seats read, built from your actual systems.
- Vendor decisions and contracts. When to switch, when not to, and what to never store where. Opteva was designed to hold zero protected health information; I apply the same discipline to your stack.
What you get each month
- A monthly systems review: what broke, what is manual that should not be, what is next.
- One automation or integration built or repaired each month, in priority order.
- Vendor and renewal decisions made with you, with the trade-offs written down.
- Documentation your team can follow when I am not in the room.
- Steph: whether implementation is inside the seat or scoped separately, and anything else you commit to monthly.
How an engagement runs
- The audit first. Two to three weeks across all four areas, so the seat starts with a ranked list, not a guess.
- Thirty-day setup. Access, baselines, the first dashboard, the first fixes that pay for the month.
- The cadence. Steph: days or hours per month, remote or on site, how the month is structured.
- Term and price. Scoped after the audit, once I know what the seat actually needs to cover.
Who this is for
Owners with five subscriptions that do not talk to each other, a booking system they are thinking about switching, a phone that rings out at lunch, and no one to ask whether the AI tool a rep is pitching is real.
Not for: spas that want IT support. I do not fix the printer. I own the systems that run the business.