OptiMantra alternatives for practices that mix aesthetics, hormones and memberships

The OptiMantra alternatives worth a shortlist are Pabau, the practice management platform we build, plus Cerbo, PatientNow, Healthie, Practice Better, CharmHealth, Zenoti and Moxie. We wrote this page, and we ranked Pabau first.

Pabau is the strongest fit for practices that mix aesthetics with hormone programs and memberships. An aesthetic practice reviewing Pabau on Capterra says it runs bookings, consent forms, clinical photos, treatment notes and payments in one place. Of the rest, Cerbo fits cash-pay functional and BHRT practices, Healthie suits virtual-first longevity care, and PatientNow suits aesthetics-first med spas.

Owners who leave OptiMantra usually want to “add a medical line to an aesthetics business without running a second system.” They want booking that patients finish on their own, and they want to “move the business off one-off treatments onto memberships.” So we scored every pick on those three jobs, and we call it the three-job switch test.

Every score and price below comes from the vendor’s own website, checked on November 11, 2026. Where a site says nothing, we wrote “not stated on its site” rather than guess.

Key takeaways

1. Pabau — Runs aesthetics, hormone programs, memberships and insurance billing in one system.

2. Cerbo — Closest like-for-like for cash-pay functional, BHRT and med spa practices with prescribers.

3. PatientNow — Aesthetics-first platform that also runs weight loss, hormone and longevity programs.

4. Healthie — Virtual-first EHR for longevity, nutrition and coaching care, with claims through ClaimMD.

5. Practice Better — Wellness and nutrition practices that sell programs, protocols and memberships.

6. CharmHealth — Insurance-heavy integrative and weight-loss practices that want published per-provider pricing.

7. Zenoti — Multi-location cash-pay med spas that also sell spa services.

8. Moxie — Injector-owners launching or growing a med spa who want software plus expert support.

How do OptiMantra competitors compare on the three-job switch test?

OptiMantra competitors split by starting point. Pabau, Cerbo and Zenoti chart injections with lot numbers, while Healthie, Practice Better and CharmHealth lean toward labs, programs or insurance.

The three-job switch test asks how each vendor handles the jobs owners switch for. Job one is aesthetics and hormone care in one patient record. Job two is patient self-booking, and job three is memberships with packages.

We added insurance claims and published pricing because those two decide most shortlists. OptiMantra sits in the first row as the baseline, and every cell reflects what that vendor’s own site says.

Checked November 11, 2026 on each vendor’s own website. The same evidence, reduced to four states, makes the pattern easier to read at a glance.

We built this matrix and Pabau tops it, so check the ranking against one rival at a time as well. Our Pabau competitor comparisons set Pabau against vendors such as PatientNow and Zenoti, feature by feature.

1. Pabau

Pabau runs booking, charting, consent forms, payments and memberships for practices that offer aesthetics, hormone therapy, weight loss and longevity care in one system. Pabau is rated 4.8 on G2 and 4.7 on Capterra.

Does Pabau keep aesthetics and hormone care in one record?

Yes. Pabau records each injectable’s batch number and expiry date in stock, and the injection face chart requires the lot. The lot is saved against the patient and the appointment, and IV sessions record lots too.

On the hormone side, practices can switch on labs. The practice orders Quest tests from the patient record with its own Quest login, and results import automatically. Labcorp orders go through Labcorp Link, and results sync back.

A biomarker-over-time chart sits on the record, and practices can switch on the GLP-1 tab. That tab shows dose over time, the current dose, the licensed dose-step ladder and weight. In Pabau, non-prescribers can draft a prescription, but only a prescriber can approve and send it.

Can patients book themselves in Pabau?

Yes. Pabau’s online booking gives patients a branded page where they book, pay and complete their forms. It also runs a waitlist and 24/7 self-scheduling.

Inside the Client Portal, patients can reschedule or cancel within the practice’s policy and pay invoices. Text messages use credits, billed as you go, so message volume shows up on the bill. The practice switches each portal section on or off.

How does Pabau handle memberships and packages?

Memberships are a core Pabau feature. A membership perk can cover any service, a whole category, or wallet credit that rolls over.

The till sells 2–12 month installment plans through Stripe, and gift cards are supported. Patients can view, pause and cancel their memberships, and see packages and vouchers, in the portal.

Who does Pabau suit?

Pabau suits the practice that has outgrown a beauty booking tool and now runs injectables, hormone or GLP-1 programs, and memberships side by side. Pabau also suits groups billing insurance, with claims in the US, UK and Australia.

Customer reviews

“It is great for managing appointments, communicating with patients, storing patient information and generating reports, all in one place.”

Pabau review on Capterra

“After setup, it’s genuinely helpful and cuts down a lot of the admin involved in running a business. It automates many tasks and makes note-keeping straightforward.”

Pabau review on G2

Pricing

Every Pabau plan includes the core features, and add-ons enhance the experience. Pabau quotes each practice after a demo, with monthly or annual billing, and annual billing saves up to 20%. Usage-based credits can grow the bill.

2. Cerbo

Cerbo is an EHR for functional, IV and BHRT, med spa and cash-based practices, and it is the closest like-for-like swap for OptiMantra. Cerbo says its billing is “optimized for cash-based, membership, or direct-pay billing models.”

Does Cerbo keep aesthetics and hormone care in one record?

Yes. Cerbo offers “markable body and face images” for aesthetic procedures, and staff can add lot and expiration when giving an injection. Medication stock is managed by lot and dispenses from the soonest-expiring lot by default.

For hormones, Cerbo documents pellet insertions with due dates and e-prescribes compounded and controlled medications. Labcorp, Quest and six other labs connect two-way, though Cerbo’s help center says integration “is not guaranteed.”

Can patients book themselves in Cerbo?

Partly. Cerbo patients “request appointments via the portal,” and someone at the practice must confirm each request. The patient portal is a $79/mo add-on, per Cerbo’s pricing page.

How does Cerbo handle memberships and packages?

Cerbo handles memberships through subscription management, which tracks purchases, remaining items and automatic payment plans. Package charges are a separate feature in its help center.

Where does Cerbo win?

Cerbo wins for a cash-pay functional or BHRT practice with several prescribers, where pellet tracking and compounded prescribing matter more than self-booking. Cerbo does not connect to a clearinghouse directly, so insurance-heavy practices export claim files instead.

Pricing

Cerbo lists these figures on its own pricing page, with no long-term contracts and part-time rates for multi-provider practices only. Our Cerbo EHR pricing guide walks through the setup fee and add-ons in more depth.

3. PatientNow

PatientNow calls itself “all-in-one aesthetic practice management software,” built only for aesthetic medicine. PatientNow also lists weight loss, IV therapy and wellness practices among its users.

Does PatientNow keep aesthetics and hormone care in one record?

Partly. PatientNow lets staff “document injection sites, units, treatment areas, and notes directly on the image,” and RxPhoto ties before-and-after photos to the record. Every treatment draws down stock, but PatientNow’s site does not state lot or expiry tracking.

PatientNow supports “nutrition, weight loss, aesthetics, longevity, hormone care” and GLP-1 injections. Lab ordering sits on the Catalyst AI plan, and PatientNow notes that availability depends on your practice setup.

Can patients book themselves in PatientNow?

Yes. PatientNow says patients “can book available appointment times on their own,” with text or email reminders. Online booking and the patient portal come in the Standard plan.

How does PatientNow handle memberships and packages?

PatientNow bills memberships and packages automatically. Its payments page says they “bill on schedule” and track member benefits.

Where does PatientNow win?

PatientNow wins for an aesthetics-first med spa that adds weight-loss or hormone programs as a side line and doesn’t bill much insurance. If you’re on PatientNow already, our PatientNow alternatives guide runs the comparison from that side.

Customer reviews

“Very easy and convenient. Quick and clear to make appointments, schedule, invoices etc…”

PatientNow review on G2

“Patient Now told us we could not cancel our contract based on a minor technicality, even with a nearly decade-long customer. They would not even negotiate with us for some kind of middle ground solution.”

PatientNow review on G2

Pricing

PatientNow publishes no figures and quotes by plan, practice size, number of locations and add-ons. A current promotion waives monthly fees until your existing contract ends, up to three months free.

4. Healthie

Healthie is an EHR for “health and wellness providers,” built for virtual-first nutrition, coaching, behavioral and longevity care. Healthie markets Healthie+ as “purpose-built for longevity medicine.”

Does Healthie keep aesthetics and hormone care in one record?

Partly. Healthie’s E-Labs Direct connects an existing Quest, Labcorp or BioReference account and returns results as a PDF plus discrete data points. Healthie lists E-Labs Direct for Enterprise.

Face or injection charting, before-and-after photos and lot tracking are not stated on Healthie’s site. Healthie inventory tracks quantity only, and products sell through packages.

Can patients book themselves in Healthie?

Yes. Healthie supports “patient self-booking through your website or the patient portal,” with email and SMS reminders. Patients can confirm or cancel straight from a reminder text.

How does Healthie handle memberships and packages?

Healthie handles both as subscriptions and packages, taking payment for “a single session, recurring subscription or a package.” Packages can bundle sessions, programs, products and labs with one-time or recurring pricing.

Where does Healthie win?

Healthie wins for a virtual-first longevity, nutrition or coaching practice that sees patients mostly over video and bills some insurance. Healthie’s ClaimMD integration covers eligibility checks, batch claims and CMS 1500s.

Pricing

Healthie’s own pricing page shows two different ClaimMD prices, so we’ve listed both as stated. Annual billing saves 10%, Healthie offers a 14-day Plus trial, and AI charting carries “additional fees.”

5. Practice Better

Practice Better is software for the “wellness practice,” from dietitians and health coaches to functional medicine doctors. Practice Better is built around selling programs, protocols and packages.

Does Practice Better keep aesthetics and hormone care in one record?

Partly. Practice Better note templates offer image annotation on “body maps or facial references.” Before-and-after photos and lot or expiry tracking are not stated, and Practice Better says it doesn’t handle supplement inventory.

For labs, Practice Better connects Rupa Health, Evexia Diagnostics and Fullscript Labs in the US. ePrescribing runs through DrFirst.

Can patients book themselves in Practice Better?

Yes. Practice Better appointments “confirm automatically” through your website or the portal, with a card or deposit at booking. SMS reminders are not on Starter, and Professional bills texts at 5¢ each.

How does Practice Better handle memberships and packages?

Practice Better sells packages and recurring memberships, with one plan limit. Memberships with payment plans need the Professional, Plus or Team plan, per its help center.

Where does Practice Better win?

Practice Better wins for a solo or small-team nutrition, coaching or functional practice that earns from programs and courses rather than in-person treatments. Our Practice Better alternatives page covers the move away from it.

Pricing

Practice Better publishes these figures on its pricing page, with no contracts. Trials run 30 days on Team and 14 days on the other plans.

6. CharmHealth

CharmHealth is an EHR “for medical practices of all sizes,” covering family practice, integrative medicine, weight loss and more. CharmHealth describes itself as “Founded and designed by doctors.”

Does CharmHealth keep aesthetics and hormone care in one record?

Partly. CharmHealth offers lab interfaces for Labcorp, Quest and “many other popular labs,” plus weight-loss templates. Injection charting, before-and-after photos, hormone therapy and lot tracking are not stated on CharmHealth’s site.

CharmHealth inventory reports cover current stock, drug expiry and reorder levels.

Can patients book themselves in CharmHealth?

Yes. CharmHealth lets patients “book appointments from your website and patient portal.” Text and phone notifications cost $20/mo for up to 250.

How does CharmHealth handle memberships and packages?

CharmHealth handles recurring billing through card schedules, since it can “create a recurring schedule for charging a card periodically.” Its pricing table lists billing packages, but memberships are not stated by name.

Where does CharmHealth win?

CharmHealth wins for an insurance-heavy integrative or weight-loss practice that wants published per-provider prices and full claims work. CharmHealth handles CMS 1500s, e-claims, real-time eligibility and ERA posting through Optum.

Pricing

CharmHealth publishes these rates on its own pricing page, and annual contracts earn a discount. For the full add-on list, see our Charm EHR pricing breakdown.

7. Zenoti

Zenoti is software for “growing salons, spas, medspas, fitness centers, and barbershops of all sizes.” Zenoti runs med spas at multi-location and franchise scale.

Does Zenoti keep aesthetics and hormone care in one record?

Partly. Zenoti uses “patient photos or face templates to track units injected per site,” charted “with lot number and expiry.” Before-and-after photos show as split views or sliders.

On the medical side, Zenoti e-prescribes through Surescripts for weight-loss and GLP-1 practices, including compounded hormone formulations. Lab integrations are not stated, and Zenoti’s own guide says lab coverage “varies by vendor.”

Can patients book themselves in Zenoti?

Yes. Zenoti online booking runs “across web, mobile, and chat” 24/7, with smart appointment reminders. A patient portal is not named, though the pricing page lists a consumer mobile app.

How does Zenoti handle memberships and packages?

Zenoti offers “recurring memberships and packages,” with auto-billing and the option to freeze or skip.

Where does Zenoti win?

Zenoti wins for a multi-location or franchise cash-pay med spa that also sells spa services and runs on standardized operations. Zenoti’s own guide says “insurance billing sits outside aesthetics platforms,” so claims stay elsewhere.

Customer reviews

“The reporting features and KPI capabilities were non-existent in our previous software. This solution is helping us move to better reporting, improve our ability to track our patients, and ultimately increase our revenue.”

Zenoti review on Capterra

“Zenoti consistently failed to deliver on its promises. We experienced ongoing technical issues, inaccurate sales and tax reports, unresolved payment discrepancies, withheld client data, and slow, unreliable support.”

Zenoti review on G2

Pricing

Zenoti publishes no figures on its pricing page. Messaging is billed by consumption, so the monthly cost moves with volume.

8. Moxie

Moxie calls itself “The Clinical-Grade Operating System for Medspas,” and pairs its EMR with expert-led support. Moxie is “designed exclusively for aesthetic medicine.”

Does Moxie keep aesthetics and hormone care in one record?

Partly. Moxie lets you “mark up a diagram of your choice” and edit photos on a mobile device. Inventory covers “expiration monitoring” and low-stock alerts, but lot tracking is not stated.

Moxie says “GLP-1s and peptides can be prescribed” through Surescripts to retail and compounding pharmacies. Hormone therapy and lab integrations are not stated on Moxie’s site.

Can patients book themselves in Moxie?

Yes. Moxie’s software page promises to “let clients book appointments, complete intake forms,” with automated reminders.

How does Moxie handle memberships and packages?

Moxie tracks “every purchase, perk, and renewal.” Practices can add initiation fees, early cancellation fees or minimum commitments.

Where does Moxie win?

Moxie wins for an injector-owner launching or growing a cash-pay med spa who wants software, consulting and supply pricing from one partner. Insurance billing is not stated on Moxie’s site.

Pricing

Moxie’s pricing page returns a 404, and its “how we work” page names a performance-based fee without a percentage. Ask Moxie for the fee basis in writing before you sign.

What does each job cost on top of the base plan?

Several vendors price one of the three jobs on top of the base plan. OptiMantra charges $75/mo for same-day texts, Cerbo $79/mo for its portal, and Practice Better gates payment-plan memberships to Professional.

The table below is the three-job switch test in cost form. The base plan is rarely the bill, so the table names what each job needs on top, from each vendor’s own site.

Checked November 11, 2026 on each vendor’s own website. “Not stated” means the vendor’s site doesn’t say, which isn’t proof the cost is zero.

The question we hear on our own sales calls is “is that price everything, or is that another add-on on top?” For Pabau, the extras are the usage credits in the row above, while the membership software sits in the core plan.

Who does OptiMantra still suit?

OptiMantra still suits integrative and functional practices that want a broad lab menu, insurance billing at 25 cents a claim and month-to-month terms.

OptiMantra describes itself as practice management and EMR software “designed for integrative medicine and wellness practitioners.” OptiMantra fits you well if these points describe your practice:

• You order from a wide lab list: “Labcorp, Quest, Access, Rupa, Evexia, CPL and hundreds of others,” with side-by-side trend views.
• You dispense supplements through Fullscripts drop-shipping and want it inside the EHR.
• You prescribe compounded and controlled medications, which OptiMantra sends through MDToolbox and Surescripts.
• You bill insurance and prefer paying per use: 25¢ per claim and 13¢ per eligibility check.
• You want month-to-month terms with 30 days’ notice, a 15-day trial and a $99/mo entry price for the first practitioner.

If that is you, stay. OptiMantra already covers face charting, lot tracking, HRT and memberships in its base plan, so switching buys you little.

OptiMantra vs Pabau: How do they compare?

OptiMantra vs Pabau comes down to what anchors the practice. OptiMantra is built around integrative labs and published per-practitioner pricing, while Pabau is built around aesthetics, memberships and insurance in one record.

OptiMantra’s main add-ons are eRx with EPCS at $38/mo, two-way texting at $75/mo, group texting at $100/mo and fax at $25/mo. Our OptiMantra cost guide carries the full breakdown, including staff seats.

Pabau skips the trial on purpose. Practices get a demo and structured onboarding, so booking rules, forms and memberships are configured before the first patient books.

How do you switch from OptiMantra without losing records?

Switching from OptiMantra safely means exporting records, forms, memberships and inventory lots first, then building booking and memberships in the new system before go-live.

OptiMantra’s FAQ asks for 30 days’ cancellation notice by support ticket, and access continues for those 30 days. Work back from that window:

1. Ask OptiMantra support which export formats and timing it offers, since optimantra.com publishes no export terms.
2. Export patient records, completed consent and intake forms, lab results and before-and-after photos.
3. List every active member’s renewal date, remaining package sessions and gift card balance, so no prepaid session goes missing.
4. Export inventory with lot numbers and expiry dates, because your injection charts depend on them.
5. Pick a cutover date at a quiet point in the booking calendar, and give notice so the 30 days cover it.
6. Rebuild consent forms in the new system. Buyers ask us for “ready-made consent forms, not a blank page,” so check what templates exist.
7. Set up online booking and membership plans before go-live, so patients never meet a half-built page.

Migration costs differ by vendor. Moxie states “$0 to migrate,” Practice Better’s Team plan lists “Free Migration ($500 value),” and Cerbo prices data imports as “pricing varies.” Ask every vendor for migration terms in writing.

How does Pabau run aesthetics, hormone programs and memberships in one system?

Pabau runs aesthetics, hormone programs and memberships from one patient record. The injection chart, the membership billing and, where switched on, the lab results sit side by side. On OptiMantra the same mix fits one record, but same-day texts, eRx and claims each add a line to the bill.

Here is the path one patient takes through Pabau, from first booking to recall.

1. The patient books, pays and completes forms on your branded online booking page.
2. Consent and intake forms go out before the visit, and each completed form lands in the patient record rather than sitting as a PDF.
3. The injector charts on the face chart, which requires the product’s lot number.
4. Where labs are switched on, Quest and Labcorp results return to the same record, beside a biomarker trend chart.
5. Where the GLP-1 tab is switched on, doses, weight and weekly portal check-ins sit together.
6. The membership bills each month, and perks apply at checkout without a spreadsheet.
7. Recall Workflows send 90-day or 6-month recalls by SMS, email or WhatsApp, and skip anyone already booked.

Pabau handles self-pay, memberships and insurance billing in one system, in the US, UK and Australia. The front desk, the injector and the prescriber work from the same record, so no one rekeys a dose or a membership balance.

Pabau GO, our iOS app for practitioners, supports care-pathway forms and consents.

See your OptiMantra setup rebuilt in Pabau

Book a demo and we’ll map your injection charts, hormone labs and memberships into one Pabau patient record. You’ll see the add-ons and credits your setup needs before you commit.

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Conclusion

Stay on OptiMantra if your practice is integrative and lab-heavy, and your aesthetics menu is small. OptiMantra prices that combination well, and a move would cost you more than it returns.

Move if one record now has to carry injectables, hormone or GLP-1 programs, and memberships. Score your top two against the three-job switch test, then price the add-ons that job needs, not the base plan.

Run the switch on your own calendar, with memberships and booking built before go-live. Book a demo to see your aesthetics, hormone and membership work running from one Pabau record.

Continue your research

Need OptiMantra’s full price list? OptiMantra cost breaks down the base plan, staff seats and every add-on.

Comparing aesthetics-first platforms? PatientNow pricing explains how PatientNow quotes its three plans.

Weighing a wellness-first tool? Practice Better pricing shows what each tier caps and what costs extra.

Already on PatientNow? PatientNow alternatives ranks the platforms practices move to next.

Outgrowing Practice Better? Practice Better alternatives compares the options for growing wellness practices.

Frequently asked questions