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 template

Request board

Requests
New3
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 more
Waiting 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 more

Tables

Requests

28 sample rows · 11 columns

Every question, change and refill a client sends the spa, who has it and the day a reply is promised.

RequestClientKind of requestCame in byReceivedReply promised byClosed on
Move the Thursday laser session to FridayAnders Pellegrino-OkoyeRescheduleTextSep 23, 2026Sep 24, 2026Sep 23, 2026
Swelling two days after lip fillerMarisol Greenwald-TeagueAftercare concernPhoneSep 23, 2026Sep 25, 2026Sep 24, 2026
Barrier repair serum refillThandiwe Brightwater-KohlProduct refillWebsite formSep 24, 2026Sep 27, 2026Sep 26, 2026
Receipt for last quarter's membershipLucas Ferreira-WinterbourneBilling questionEmailSep 24, 2026Sep 27, 2026Sep 26, 2026
Redness that has not faded after microneedlingBastien Nakagawa-HolmAftercare concernPhoneSep 25, 2026Sep 27, 2026Sep 26, 2026
Is a chemical peel safe with retinolOttoline Rasmussen-AdeyemiTreatment questionWebsite formSep 25, 2026Sep 28, 2026Sep 27, 2026
Sunscreen and cleanser refillDelphine Achterberg-MwaleProduct refillTextSep 26, 2026Sep 29, 2026Sep 28, 2026
Photo release for before and after picturesRaphael Ostrowski-NdiayePaperworkEmailSep 26, 2026Sep 30, 2026Sep 29, 2026
Pause the laser package for one monthGiselle Castellanos-FridBilling questionPhoneSep 27, 2026Sep 30, 2026Sep 29, 2026
Reschedule the facial to a SaturdayMatteo Abernathy-SalazarRescheduleTextSep 27, 2026Sep 30, 2026Sep 28, 2026
Itching around the cheek treatmentLeopold Lindholm-BoakyeAftercare concernPhoneSep 28, 2026Sep 30, 2026—
Does the Glow membership cover IV therapyPhilippa Danjuma-HarcourtTreatment questionEmailSep 28, 2026Oct 1, 2026—

16 more rows

Clients

16 sample rows · 11 columns

Every client of the spa: what they come for, their membership and the health notes only the clinical team reads.

ClientEmailPhoneClient sinceComes in forMembershipAllergies
Anders Pellegrino-Okoyeanders.pellegrino@marrowdalemailbox.org(949) 555-0111Mar 2, 2026LaserNoneNone known
Bastien Nakagawa-Holmbastien.nakagawa@marrowdalemailbox.org(949) 555-0115May 3, 2026LaserNoneNone known
Caspian Moretti-Oduyacaspian.moretti@marrowdalemailbox.org(949) 555-0125Aug 26, 2025IV therapySignatureNone known
Delphine Achterberg-Mwaledelphine.achterberg@quillrunpostbox.net(949) 555-0116Jan 26, 2026FacialsGlowPenicillin
Giselle Castellanos-Fridgiselle.castellanos@quillrunpostbox.net(949) 555-0118Oct 14, 2025LaserSignatureNone known
Kwabena Whitlock-Prasadkwabena.whitlock@marrowdalemailbox.org(949) 555-0123Dec 8, 2025IV therapyGlowNone known
Leopold Lindholm-Boakyeleopold.lindholm@marrowdalemailbox.org(949) 555-0121Dec 22, 2025InjectablesGlowNone known
Lucas Ferreira-Winterbournelucas.ferreira@marrowdalemailbox.org(949) 555-0113May 17, 2026Body contouringGlowNone known
Marisol Greenwald-Teaguemarisolgt@quillrunpostbox.net(949) 555-0110Dec 9, 2025InjectablesGlowLatex
Matteo Abernathy-Salazarmatteo.abernathy@marrowdalemailbox.org(949) 555-0119Jan 5, 2026FacialsGlowNickel
Ottoline Rasmussen-Adeyemiottoline.rasmussen@quillrunpostbox.net(949) 555-0114Aug 13, 2025FacialsSignatureAdhesive tape
Philippa Danjuma-Harcourtphilippa.danjuma@quillrunpostbox.net(949) 555-0120Mar 29, 2026IV therapyNoneNone known

4 more rows

Views

Replies due

Requests
October 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
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Forms and booking

Ask the spa

Form
Ask 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 spa

New client intake

Form
New 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 desk

Dashboards

This week's requests

Requests
Requests 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.