Skip to content
AI receptionist for medical spas and aesthetics clinics

Book a consultation with your provider through Penny’s med spa answering service after the required intake.

Your injectors are in rooms when a prospective client calls about treatment. Penny asks the intake questions your provider wants answered before the consultation and puts the visit on the right calendar. Returning clients can ask about your published services, move an approved visit, or leave a question for their provider.

A question she asks

“Have you had filler in the last six months?” is on the intake before the consult is booked.

Try Penny free

14 days of Pro included. No credit card.

Or call her from your phone: (630) 297-4128

The demo line

Try a conversation with Penny on the shared HVAC demo line

The live demo uses Summit Heating, a fictional HVAC business. Listen to her intake here; test your own trade’s rules in your Penny account. The industry transcripts are scripted examples.

(630) 297-4128
  • Call the shared HVAC demo and ask about Summit Heating & Air’s services. The aesthetics intake example is the transcript below.
  • Change your question while Penny is answering and listen to the conversation resume on the new topic.
Intake

The consultation starts with the history your provider requested

You choose the questions and the order; your medical director decides which answers Penny may collect over the phone. These examples show how each approved question helps your provider prepare for a first consultation.

  1. 1

    She asks: Your full name and the best number to reach you.

    Why she asksRequired before any booking. The confirmation, the intake link, and any provider callback go to this number.

  2. 2

    She asks: Have you been to the practice before?

    Why she asksA returning client books a treatment with the provider on file. A new client books a consultation first, if that is your policy.

  3. 3

    She asks: What would you like addressed, in your own words?

    Why she asks“The lines around my eyes” goes on the intake as said. The treatment that fits is the injector’s call, not the caller’s and not Penny’s.

  4. 4

    She asks: Is there a date you are working toward, such as a wedding or a trip?

    Why she asksThe provider sees the event date before the consultation and can discuss suitable options and timing. Penny does not promise a result by that date.

  5. 5

    She asks: Have you had a neurotoxin or a filler treatment in the last six months, and where?

    Why she asksYour provider can review the caller’s reported treatment history before recommending anything. You choose the lookback period and what needs review before booking.

  6. 6

    She asks: Are you currently pregnant or nursing?

    Why she asksYour provider decides how this answer affects the next step. Penny records it under your intake policy without clearing or ruling out a treatment.

  7. 7

    She asks: For laser or IPL: any recent sun exposure or a tan on the area?

    Why she asksThe provider may want a patch test or a later date. Penny records the answer and books what your policy allows.

  8. 8

    She asks: Do you have a provider you would like to see, and a preferred time of day?

    Why she asksThe consultation lands on that injector’s calendar in a consult-length slot, not a treatment-length one.

The script is yours. Add a question and she asks it on the next call.
A call, written out

A first-time caller asks about Botox for her daughter’s wedding, written out

A first-time caller at 8:50 p.m. with an event date, booked into a consult-length slot with the intake answers and the date attached, and no treatment named or priced.

pennyassistant.com/calls
Inbound call · Marrowfield Aesthetics
Answered by Penny · transcript
  1. Penny
    Marrowfield Aesthetics, this is Penny. How can I help you?
  2. Imogen (caller)
    Hi. My daughter’s wedding is October 18th and I want to do something about the lines around my eyes. A friend of mine gets Botox.
  3. Penny
    Congratulations on the wedding. I can book you a consultation with one of our injectors, and she will go over what fits. Have you been to Marrowfield before?
  4. Imogen (caller)
    No, this is my first time.
  5. Penny
    Welcome. Can I get your full name and the best number to reach you?
  6. Imogen (caller)
    Imogen Vasquez-Reyes. 555-0164.
  7. Penny
    Thank you, Imogen. A few intake questions the injector asks for before she books anyone. Have you had a neurotoxin or a filler treatment anywhere in the last six months?
  8. Imogen (caller)
    Filler in my lips, in March, at another place.
  9. Penny
    I’ll note lip filler in March. Are you currently pregnant or nursing?
  10. Imogen (caller)
    No.
  11. Penny
    I’ve noted the lip filler in March and the wedding on October 18th. Your injector will discuss suitable options and timing with you. I have Tuesday at 10:30 or Thursday at 3:15 for a complimentary consultation. Which works for you?

    A fact from the knowledge pack, used on the call.

  12. Imogen (caller)
    Thursday at 3:15.
  13. Penny
    You are booked Thursday at 3:15 for a first consultation about the lines around your eyes. The consultation is complimentary, and the injector goes over options and pricing with you in the room. Your confirmation is on its way by text, with the intake link and our arrival details.
  14. Imogen (caller)
    Perfect, thank you.
In the log
Name
Imogen Vasquez-Reyes
Concern
Lines around the eyes · asked about Botox · wedding Oct 18
Intake
New client · lip filler in March · not pregnant or nursing
Appointment
Thursday · 3:15 PM · complimentary consultation
Written to your calendar
Every line she said is in your log with the fields she captured beside it.
Before her first call

Treatment names help Penny record the client’s question

From the med spa knowledge pack

  • The treatment menu as callers name it: Botox, Dysport, Xeomin, and Daxxify as neurotoxins; Juvéderm, Restylane, and RHA as fillers; Sculptra and Radiesse as biostimulators.
  • Device vocabulary: laser hair removal, IPL, RF microneedling, and body contouring; preparation instructions come from the practice’s approved treatment sheets.
  • Skin-service names such as HydraFacial, chemical peels, dermaplaning, and microneedling, with the consultation and provider requirements set by your practice.
  • Event dates, prior treatment dates, and questions about onset or duration, captured for the provider to discuss without promising a timeline or result.
  • Provider-approved history questions about prior treatment, pregnancy or nursing, medications, skin concerns, and sun exposure; the provider decides suitability.
  • Published prices per unit, syringe, area, or session, plus your membership, package, and consultation-fee policies. The provider confirms an individual treatment total.
  • The consultation model: complimentary or paid, the good-faith exam a medical director may require before a first injectable, and provider types by license.
  • Post-treatment contact rules: emergency warning signs get immediate medical attention; the provider receives reported symptoms without Penny diagnosing or suggesting treatment.
  • Deposits, cancellation windows, and no-show policies, stated as written rather than negotiated on the phone.
Penny, on a call
I’ve noted the lip filler in March and the wedding on October 18th. Your injector will discuss suitable options and timing with you. I have Tuesday at 10:30 or Thursday at 3:15 for a complimentary consultation. Which works for you?
The topics in the list are why she can say this.
What is kept

Your retention settings determine which consultation details remain

Stored

  • The caller’s name and callback number
  • The area of concern and any event date, in the caller’s words
  • The intake answers you configure, such as prior treatments and pregnant-or-nursing
  • The transcript, under the retention period you set on Business

Not stored

  • Card numbers or deposits, because Penny never takes payment
  • Medical history beyond the intake questions you turned on
  • A diagnosis or a treatment plan, because she never forms one
  • Treatment details in the email summary, when compliance mode is on

Compliance mode on the Business plan keeps treatment details out of the email summary, redacts them from the transcript on request, and offers a BAA on request. Your medical director decides which intake answers Penny may collect over the phone.

You set what she keeps and what she leaves out of the record.
On your website

A late-night treatment inquiry becomes a consultation request

marrowfieldaesthetics.com
Marrowfield Aesthetics
  • Services
  • Hours
  • About
  • Contact
Penny
Chat with Marrowfield Aesthetics
Visitor
do you do laser hair removal on darker skin? and how many sessions does it take
What Penny does
Answers from your services page which devices you run and that the provider assesses skin type in person, asks which area and whether there has been recent sun exposure, and books the consultation or the patch test your policy calls for. She does not say whether the treatment is safe for that visitor or how many sessions they will need.
Write a message
The chat follows the same rules as the phone line, so a visitor gets the answer a caller would.
Where it lands

Consultation details go to the calendar and CRM connections you enable

  • Google Calendar
  • Outlook
  • Calendly
  • HubSpot

Connect Zapier or signed webhooks to send the captured details to the tools your office uses.

Questions

Consultation intake and the reaction calls your provider handles

Send setup or plan questions to support@pennyassistant.com.

Google Calendar or Outlook, one calendar per provider, so a consultation lands on the injector’s day and a facial lands on the esthetician’s. Calendly if your consults already run through it. HubSpot or Salesforce for the prospects who called two other clinics before yours, so the desk can follow up. Zapier and signed webhooks carry the booking and the intake answers into the practice software you run, and text confirmations to the client sit on Pro.

Give Penny a call before you forward yours.

Try the HVAC demo, then set up Penny for your business. Your account includes 14 days of Pro; Free keeps your website chat after the trial.

14 days of Pro included. No credit card.