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.
“Have you had filler in the last six months?” is on the intake before the consult is booked.
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Or call her from your phone: (630) 297-4128
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.
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
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
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
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
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
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
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
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
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.
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.
- PennyMarrowfield Aesthetics, this is Penny. How can I help you?
- 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.
- PennyCongratulations 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?
- Imogen (caller)No, this is my first time.
- PennyWelcome. Can I get your full name and the best number to reach you?
- Imogen (caller)Imogen Vasquez-Reyes. 555-0164.
- PennyThank 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?
- Imogen (caller)Filler in my lips, in March, at another place.
- PennyI’ll note lip filler in March. Are you currently pregnant or nursing?
- Imogen (caller)No.
- PennyI’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.
- Imogen (caller)Thursday at 3:15.
- PennyYou 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.
- Imogen (caller)Perfect, thank you.
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.
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.
A late-night treatment inquiry becomes a consultation request
- Services
- Hours
- About
- Contact
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.
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.
See which intake questions other offices ask before a consultation
Penny uses the appointment length you set for each salon service and checks the requested stylist’s full opening before booking.
A parent asks for two cleanings after school. Penny checks the hygiene calendar and offers openings on the same afternoon.
Penny confirms the pet’s name, species, and owner details before offering your clinic’s approved wellness openings.
Penny bills a monthly price with minutes included, then the published per-minute rate. The answering service cost guide sets it beside per-minute human services, and the plans are on the pricing page.
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.