Turn Instagram DMs and consult requests into booked treatments
Puffly is a free CRM that keeps every consult request, treatment plan and rebooking reminder in one place, so warm leads do not go quiet.
Where med spa leads come from
Instagram and TikTok
People see a before and after, then send a DM at midnight asking about a treatment. The DM that gets a real answer the next morning wins.
Consult request forms
A branded form on your site or link in bio collects the name, number and what they are curious about, so you never lose a message in a DM thread.
Google Maps and reviews
New clients compare a few med spas by rating and photos before they reach out. Recent reviews do a lot of the selling.
Client referrals, brides and events
Clients bring friends, and brides plan skin prep months ahead of a wedding date. Note the event date so you can time your follow up.
What slow follow up costs a med spa
A person who messages about a treatment is comparing you with two or three other spas that same evening. If your reply comes days later, they have usually booked somewhere else. A consult that ended with "let me think" quietly turns into a no if nobody checks in.
A pipeline that fits a med spa
Puffly’s pipeline is yours to name. Here is one way a med spa could lay it out.
- InquirySomeone asked about a treatment by DM, form or phone and has not booked yet.
- Consult bookedThey picked a time for a consultation, so send a reminder and what to expect.
- Consult doneYou met and talked through options and pricing, and they are deciding.
- Treatment plan proposedYou suggested a series or package and are waiting on a yes and a start date.
- Rebooking dueA returning client is coming up on the time for their next session.
Follow up moments worth a reminder
Someone DMed about a skin treatment last night and has not heard back
"Thanks for reaching out! I would love to tell you more. Do you want to book a quick consult so we can see what fits your skin and goals?"
A consult ended with the client wanting to think about the package
"It was great meeting you. Any questions come up since your consult? I can hold a start date for you if you would like a few more days."
A bride mentioned a wedding date in the fall and has not booked her prep sessions
"Congratulations again! To have your skin ready by the wedding, it is a good time to book your first session. Want me to send some openings?"
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Fall and winter are popular for peels, lasers and treatments that need less sun exposure, and many people plan ahead for the holidays. Spring brings wedding and summer prep, so keep rebooking reminders and consult follow up moving before each rush.
Questions from med spas
Can I store medical history or client photos in Puffly?
No. Puffly is not HIPAA compliant and is not meant for medical histories, consent forms or clinical photos. Keep those in your treatment records and use Puffly for inquiries, consult scheduling and rebooking follow up.
Can Puff answer DMs for me?
Puff drafts follow up messages and tells you who to reach next, and by default nothing goes out until you approve it. That keeps every message sounding like your spa.
How do I capture leads from Instagram?
Put your Puffly lead form link in your bio or on a story. Anyone who fills it out lands in your pipeline with their details attached.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
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