Med spa
Galewood Station Medical Spa · Med spa · Lake Forest, CA
Odette Lorenzetti is the spa director at Galewood Station Medical Spa, a physician-led med spa, and she uses this to answer every client's request and close it the same week.
HealthcareCustomer serviceForms3 tables · 6 views · 2 forms · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateRequest board
RequestsNew3
Cold sore flare after laser treatmentSunniva Jaramillo-RheaultAftercare concern
Mineral sunscreen refill before travelKwabena Whitlock-PrasadProduct refill
Can I switch from Glow to SignatureRosalind Yamamoto-EsterhuizenBilling question
With staff6
Bruising near the eye after a filler visitAnders Pellegrino-OkoyeAftercare concern
Reschedule the body contouring consultBastien Nakagawa-HolmReschedule
Which treatments pair well before a weddingMatteo Abernathy-SalazarTreatment question
Hydrating mask set refillLeopold Lindholm-BoakyeProduct refill
Charge appeared twice on my cardGiselle Castellanos-FridBilling question
1 moreWaiting on client5
Lip balm and mineral sunscreen refillMarisol Greenwald-TeagueProduct refill
Which numbing cream do you useRosalind Yamamoto-EsterhuizenTreatment question
Retinol night cream refillOttoline Rasmussen-AdeyemiProduct refill
Itemized statement for an employer wellness benefitCaspian Moretti-OduyaBilling question
Peptide mask refill and a travel setThandiwe Brightwater-KohlProduct refill
Replied4
Does the Glow membership cover IV therapyPhilippa Danjuma-HarcourtTreatment question
Itching around the cheek treatmentLeopold Lindholm-BoakyeAftercare concern
Vitamin C serum refillSunniva Jaramillo-RheaultProduct refill
Updated consent for the neck treatmentKwabena Whitlock-PrasadPaperwork
Closed10
Swelling two days after lip fillerMarisol Greenwald-TeagueAftercare concern
Move the Thursday laser session to FridayAnders Pellegrino-OkoyeReschedule
Barrier repair serum refillThandiwe Brightwater-KohlProduct refill
Receipt for last quarter's membershipLucas Ferreira-WinterbourneBilling question
Is a chemical peel safe with retinolOttoline Rasmussen-AdeyemiTreatment question
5 moreTables
Requests
28 sample rows · 11 columnsEvery question, change and refill a client sends the spa, who has it and the day a reply is promised.
| Request | Client | Kind of request | Came in by | Received | Reply promised by | Closed on |
|---|---|---|---|---|---|---|
| Move the Thursday laser session to Friday | Anders Pellegrino-Okoye | Reschedule | Text | Sep 23, 2026 | Sep 24, 2026 | Sep 23, 2026 |
| Swelling two days after lip filler | Marisol Greenwald-Teague | Aftercare concern | Phone | Sep 23, 2026 | Sep 25, 2026 | Sep 24, 2026 |
| Barrier repair serum refill | Thandiwe Brightwater-Kohl | Product refill | Website form | Sep 24, 2026 | Sep 27, 2026 | Sep 26, 2026 |
| Receipt for last quarter's membership | Lucas Ferreira-Winterbourne | Billing question | Sep 24, 2026 | Sep 27, 2026 | Sep 26, 2026 | |
| Redness that has not faded after microneedling | Bastien Nakagawa-Holm | Aftercare concern | Phone | Sep 25, 2026 | Sep 27, 2026 | Sep 26, 2026 |
| Is a chemical peel safe with retinol | Ottoline Rasmussen-Adeyemi | Treatment question | Website form | Sep 25, 2026 | Sep 28, 2026 | Sep 27, 2026 |
| Sunscreen and cleanser refill | Delphine Achterberg-Mwale | Product refill | Text | Sep 26, 2026 | Sep 29, 2026 | Sep 28, 2026 |
| Photo release for before and after pictures | Raphael Ostrowski-Ndiaye | Paperwork | Sep 26, 2026 | Sep 30, 2026 | Sep 29, 2026 | |
| Pause the laser package for one month | Giselle Castellanos-Frid | Billing question | Phone | Sep 27, 2026 | Sep 30, 2026 | Sep 29, 2026 |
| Reschedule the facial to a Saturday | Matteo Abernathy-Salazar | Reschedule | Text | Sep 27, 2026 | Sep 30, 2026 | Sep 28, 2026 |
| Itching around the cheek treatment | Leopold Lindholm-Boakye | Aftercare concern | Phone | Sep 28, 2026 | Sep 30, 2026 | — |
| Does the Glow membership cover IV therapy | Philippa Danjuma-Harcourt | Treatment question | Sep 28, 2026 | Oct 1, 2026 | — |
16 more rows
Clients
16 sample rows · 11 columnsEvery client of the spa: what they come for, their membership and the health notes only the clinical team reads.
| Client | Phone | Client since | Comes in for | Membership | Allergies | |
|---|---|---|---|---|---|---|
| Anders Pellegrino-Okoye | anders.pellegrino@marrowdalemailbox.org | (949) 555-0111 | Mar 2, 2026 | Laser | None | None known |
| Bastien Nakagawa-Holm | bastien.nakagawa@marrowdalemailbox.org | (949) 555-0115 | May 3, 2026 | Laser | None | None known |
| Caspian Moretti-Oduya | caspian.moretti@marrowdalemailbox.org | (949) 555-0125 | Aug 26, 2025 | IV therapy | Signature | None known |
| Delphine Achterberg-Mwale | delphine.achterberg@quillrunpostbox.net | (949) 555-0116 | Jan 26, 2026 | Facials | Glow | Penicillin |
| Giselle Castellanos-Frid | giselle.castellanos@quillrunpostbox.net | (949) 555-0118 | Oct 14, 2025 | Laser | Signature | None known |
| Kwabena Whitlock-Prasad | kwabena.whitlock@marrowdalemailbox.org | (949) 555-0123 | Dec 8, 2025 | IV therapy | Glow | None known |
| Leopold Lindholm-Boakye | leopold.lindholm@marrowdalemailbox.org | (949) 555-0121 | Dec 22, 2025 | Injectables | Glow | None known |
| Lucas Ferreira-Winterbourne | lucas.ferreira@marrowdalemailbox.org | (949) 555-0113 | May 17, 2026 | Body contouring | Glow | None known |
| Marisol Greenwald-Teague | marisolgt@quillrunpostbox.net | (949) 555-0110 | Dec 9, 2025 | Injectables | Glow | Latex |
| Matteo Abernathy-Salazar | matteo.abernathy@marrowdalemailbox.org | (949) 555-0119 | Jan 5, 2026 | Facials | Glow | Nickel |
| Ottoline Rasmussen-Adeyemi | ottoline.rasmussen@quillrunpostbox.net | (949) 555-0114 | Aug 13, 2025 | Facials | Signature | Adhesive tape |
| Philippa Danjuma-Harcourt | philippa.danjuma@quillrunpostbox.net | (949) 555-0120 | Mar 29, 2026 | IV therapy | None | None known |
4 more rows
Views
Replies due
RequestsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1Does the Glow membership cover IV therapy
2Vitamin C serum refillLip balm and mineral sunscreen refill
3Updated consent for the neck treatmentWhich numbing cream do you use+2
4Itemized statement for an employer wellness benefitPeptide mask refill and a travel set
5Reschedule the body contouring consultWhich treatments pair well before a wedding+2
6Cold sore flare after laser treatment
7Parent consent form for a teen acne facialMineral sunscreen refill before travel
8Can I switch from Glow to Signature
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Forms and booking
Ask the spa
FormAsk the spaThe page linked from every appointment reminder where a client sends a question or a refill.
What would you like to ask or order? *
Which of these is closest? *Treatment questionRescheduleAftercare concernBilling questionProduct refillPaperwork
By which day do you need to hear back?
If this is a refill, what is the order total?Leave blank for questions.
Send to the spaNew client intake
FormNew client intakeThe sheet a new client fills in at the front desk before a first treatment.
What is your full name? *
What email should reminders go to?
What number reaches you best?
What are you coming in for?InjectablesLaserFacialsBody contouringIV therapy
Do you have any allergies we should know about?
Which medications do you take?
Have you signed the treatment consent?
Send to the front deskDashboards
This week's requests
RequestsRequests by status
- Closed10
- Replied4
- Waiting on client5
- With staff6
- New3
Refill orders by status
- Closed$228
- Replied$118
- Waiting on client$333
- With staff$58
- New$48
Also included
- Your requestsClient portal
- Request boardStage rules
- Refills waiting on a yesDigest
- Waiting on a clientNotificationPrompts the front desk coordinator to chase a client whose answer is holding up a request.
Related templates
- Nutrition counselingSaltmeadow Crossing Nutrition4 tables · 7 views · 2 forms · 2 dimension sets · 1 dashboard · 1 drill-down · 1 digest · 1 stage rule set · 1 agentDrill-down
- Physical therapy clinicFernhollow Point Physical Therapy5 tables · 7 views · 2 forms · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 2 row actions · 1 agentAgents
- Veterinary clinicGlenhallow Harbor Animal Hospital4 tables · 5 views · 2 forms · 2 dimension sets · 1 digest · 1 notification · 1 stage rule set · 1 row action · 1 agentAgents
- Acupuncture clinicOakmere Green Acupuncture4 tables · 7 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentForms
- Audiology clinicJuniperwell Heights Hearing Center3 tables · 5 views · 1 form · 1 dimension set · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar
- Behavioral health clinicPinecrest Gate Behavioral Health4 tables · 7 views · 2 forms · 2 dimension sets · 1 booking page · 1 portal · 1 dashboard · 1 digest · 1 stage rule set · 1 agentClient portals