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Let clients book appointments anytime, anywhere
Manage your practice from your mobile
Organize schedules and avoid double-bookings
Dictate notes that turn into patient records
Give clients 24/7 access to bookings and records
Capture, compare, and track results securely
Accept and track payments in one place
Integrated payments with no hassle
Campaign tools to grow your clinic
Enhance the care journey
Premium suite of tools for deliveringexceptional patient care
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Learn why this holistic care and aesthetic medicine clinic chose Pabau to power patient care and performance.
Premium suite of tools for delivering exceptional patient care
QUOTES FOR CLINICS AND MEDICAL SPAS
Create custom quotes for high-value treatments in your cosmetic practice
Use Pabau’s quotes feature to:
Build custom quotes for current and future clients, with all the information they need to make a decision
Provide a complete pricing breakdown for transparency, trust and regulatory purposes
Send quotes to clients safely and securely via email or custom URL
Clients can sign, print or even pay for their service directly from the quote
Help clients make well-informed decisions about your services.
Include all the vital details about a treatment such as the total cost, terms and conditions, expiration date of the quote, and any personal notes so that clients have all the information they need at their fingertips.
Transparency is key to building trust. Each quote includes a complete breakdown of the pricing, in addition to the total amount. Clients can easily see how much is going to clinic fees, products, equipment, and staff costs. The result? No more confusion or ambiguity.
It’s simple for clients to sign on the dotted line and progress to the next stage. They can add their signature, print or download the quote, or even pay for the treatment there and then, all in one place. No more faffing with different tools or systems.
Quotes can be created for both prospective clients and current clients. Follow up after consultations with new clients and for personalized treatment plans for your regular clientele.
In other words, use them to nurture your pipeline and enhance client retention, and stay ahead of the competition.
If you don’t map out all your overheads for a cosmetic treatment ahead of time there’s a risk that you end up undercharging. Using a quotes template within the system can ensure you avoid overlooking any potential costs and eating into your profit margin.
Create a professional and polished first impression using Pabau’s simple customization options. Add your logo and brand colours to our built-in template to create beautifully branded quotes that seamlessly align with the aesthetic of your other client communications.
You have a consultation with a client regarding a high-value treatment.
Create a custom quote for them with a complete price breakdown and send it to them.
The client reviews and signs the quote from the system. If you wish, they can also pay there and then.
An appointment is generated in the system!
Read our latest case studies to discover how our customers are using Pabau to save time, reduce admin tasks, and get back to doing what they do best – treating patients.
Head to our Knowledge Base to find hundreds of helpful how-to articles that will walk you through how to do pretty much anything you want to do in the system.
Want to see how Pabau stacks up next to the competition? Head to our compare pages to take a closer look at our features next to other practice management software.
Offering quotes is crucial for transparency and establishing trust with clients. It outlines the anticipated costs of procedures, helping clients make informed decisions. Transparent quoting also sets realistic expectations and reduces misunderstandings about pricing.
Accuracy is paramount. Regularly review and update your pricing structures, taking into account any changes in overhead costs or industry standards. Utilizing a standardized quoting system and cross-checking with colleagues can help maintain accuracy.
This is entirely up to you. In Pabau, quotes are set to a three-month time limit by default, but you can tailor this in the system to suit your specific business needs.
No. This is required in some regions due to regulations – France for example – but it’s not something you have to do elsewhere if it’s not right for your business.
You can view quotes directly from the client card.
Yes, there are various software tools designed specifically for clinics that can streamline the quoting process. In fact, you’re looking right at one – Pabau! Pabau is an all-in-one practice management software that is designed for beauty and healthcare businesses.
