How to Claude — for Med Spas and Aesthetic Practices

1 Claude isn't one tool. It's six.

💬Chat Brainstorm, draft emails, work through decisions out loud.
📁Projects One per business area. Persistent context. No re-explaining.
</>Code Clean spreadsheets, build simple tools, automate repetitive work.
👥Cowork Share context with your team or contractors.
★Skills Custom instructions and repeatable workflows.
🔗Connectors Connect Gmail, Drive, Calendar — bring your data in.

2 Pick the right model

OPUS 4.7 → Strategy, hard decisions, important client work

SONNET 4.6 → First drafts, daily emails, routine writing

HAIKU 4.5 → Quick rewrites, bulk variations, fast lookups

🧠 Sonnet 4.6 also supports Extended Thinking for deeper reasoning at lower cost.

Claude

for Med Spas

Your unfair advantage for keeping the chairs full without growing the front desk.

Built by Crest Authority

3 Extended Thinking

Model selector▾

Opus 4.7👑

Extended Thinking on

🧠 Forces Claude to reason before answering. Use it for big decisions: pricing, hiring, contracts, strategy.

4 The small business setup

Make a Project for each part of your business. Drop in your docs once. Stop re-briefing Claude every chat.

OPERATIONS

SOPs, vendors, processes, recurring decisions

CUSTOMERS

Emails, follow-ups, reviews, support replies

GROWTH

Offers, content, ads, outreach, pricing

5 The prompt template

I'm a med spa operator.
I want [task] so that
[outcome].
Here's the context: [...].
Ask me anything unclear
before you start.

6 Eight use cases with example prompts

📅 Rebookings "Draft three rebooking texts for clients whose six-week touch-up is overdue. Warm, easy to say yes to."

★ Reviews "Reply to this 3-star+review about a slow check-in. Own it, signal we've fixed it."

💬 Consult prep "Turn these consultation notes into a treatment plan I can text the client tonight. Plain English."

📣 Promotions "Write three Instagram captions and an email for our spring tox special. Lead with the why."

📊 No-show patterns "Look at this month's no-shows. What's the pattern? Time of day, treatment, source?"

🤝 Hiring "Write a job post for an injector and 10 questions to screen for clinical sharpness and warmth."

💵 Price questions "Help me explain why the new package is $200 more than what she paid last year."

🚪 Tough clients "Help me write a kind message to a client whose expectations aren't realistic for what we can do."

Not sure where to start? Take the 3-minute Crest Authority assessment to see exactly where you're leaking time or revenue today → crestauthority.com

7 Five power moves

Feed it your clients' actual words

Paste a quarter of DMs, consult notes, and review feedback. Ask Claude to find the patterns. Those become your sales copy, your social content, and your training docs.

📖

Get the owner out of the front desk

"Here's how I run booking, intake, and follow-up. Write the SOP so my coordinator could handle it without me checking texts at 9pm."

Pressure-test the consult

"Roleplay a first-time client weighing me against two other spas. What hesitations? Where would I lose her?"

📊

Find the leakage

Paste 20 clients who came once and never came back. "What's the pattern? Where in the journey are they dropping?"

🏛

Prep before the rep meeting

"Help me push back on the device rep's pricing. Anticipate his angles. Give me three ways to negotiate."

8 What Claude is BEST at

✓Writing and rewriting at speed — emails, posts, replies, listings
✓Documenting how you do things so you can hand it off
✓Synthesizing reviews, calls, and feedback into clear patterns
✓Cleaning up and analyzing spreadsheets you already have
✓Pressure-testing offers, prices, and decisions before you commit
✓Turning rough thoughts into something a customer can read

9 What Claude is NOT best at

✕Real-time data it hasn't been given (current prices, today's stock)
✕Talking to your customers for you with no oversight
✕Final calls on hiring, firing, or big money decisions
✕Touching tools or accounts you haven't connected to it
✕Knowing what's true about your business unless you tell it
✕Replacing the judgment you've earned running the place

💡

10 The Med Spas and Aesthetic Practices mindset shift

Claude isn't here to replace the connection your team has with clients — that's why they keep coming back. It's here to take the rebooking texts, consult summaries, social captions, and review replies off your plate so the front desk can actually be present for the people in front of them. Tighter rebookings, faster follow-up, fewer missed touch-ups — that's how med spas turn AI into more chairs filled and a calmer team. Find where you're leaking time or revenue today: crestauthority.com

🧠

Connectors Plug Claude into Gmail, Drive, Calendar, Slack, and dozens of other tools you already use. Find them in Settings → Connectors → Browse.