A Review of GoHighLevel Customer Relationship Management (CRM) Software for Medical Spas

Ratings: 4.0 Stars (Capterra) | 4.2 Stars (GetApp)

GoHighLevel or HighLevel, founded in 2018 by Shaun Clark, Robin Alex, and Varun Vairavan, is a platform designed to simplify operations for businesses. Originally created for marketing agencies, it combines CRM, automation, and other tools to help users manage campaigns more effectively. Its all-in-one design makes it an excellent choice for industries that rely on client management and personalized marketing.

GoHighLevel offers tools that streamline appointment scheduling, client follow-ups, and targeted marketing campaigns. These features help med spas attract new clients, retain loyal ones, and create a seamless customer experience. In this blog, we’ll take a closer look at how GoHighLevel can benefit your practice.

Summary Table

Feature	Description	Benefits
Patient and Client Management	A dashboard that manages client relationships, tracks leads, and monitors the sales pipeline.	Simplifies client tracking and helps build stronger relationships.
Appointment Scheduling and Calendar Management	Tools for booking, sending reminders, and syncing with Google and Outlook calendars.	Prevents overbooking, reduces no-shows, and keeps schedules organized.
Communication and Engagement Tools	Combines email, SMS, and social media messaging into one platform with automation and a webchat widget.	Saves time, improves communication, and keeps all messages in one place.
Sales and Marketing Automation	Automates workflows, funnels, and campaigns for lead nurturing and follow-ups.	Boosts efficiency and helps med spas attract and retain more clients.
Reporting and Analytics	Tracks calls, appointments, conversions, and campaign performance with easy-to-read data.	Helps measure success, refine strategies, and track client behaviour.
HIPAA Compliance and Data Security	Optional upgrade that provides encrypted data storage and aligns with HIPAA rules.	Protects sensitive patient data and meets legal standards for medical practices.
Integration with Medical and Payment Systems	Links to Stripe, PayPal, and Square for payments and integrates with calendars and other tools.	Simplifies billing and supports both in-person and online services.
Mobile App Functionality	Offers on-the-go access to CRM, scheduling, and messaging tools, similar to the desktop version.	Makes managing clients and appointments easy while away from the office.

An Overview of GoHighLevel’s Core Features

Patient and Client Management

GoHighLevel’s client management tools make it simple for med spas to handle client relationships from start to finish. The dashboard provides a central hub for managing communications, appointments, and follow-ups, saving time and reducing the need for multiple tools. 

Its intuitive design allows med spa owners and staff to track leads, monitor the sales pipeline, and view client interactions all in one place. The drag-and-drop interface also lets users customize the dashboard to fit their workflow.

Several standout features help med spas provide better service and keep operations smooth. These include:

• Contact Management: Organize and segment clients for personalized communication.
• Appointment Scheduling: Set, track, and automate bookings to reduce scheduling errors.
• Automated Follow-Ups: Send reminders and follow-up messages automatically.
• Pipeline Tracking: Monitor where clients are in the sales or treatment journey.
• Lead Source Reports: Analyze where new clients are coming from to refine marketing efforts.

These tools allow med spas to maintain strong client relationships while handling more clients without increasing the workload.

Appointment Scheduling and Calendar Management

GoHighLevel’s appointment scheduling tools simplify the booking process for med spas. The platform allows you to book appointments manually or set up automated bookings through its dashboard or embedded calendar widgets. The system syncs with Google and Outlook calendars, so schedules stay updated across platforms. It also offers features like appointment clash detection, automatic team member assignment, and custom forms to collect client details during the booking process.

GoHighLevel’s calendar system offers customizable scheduling options. You can create separate calendars for different services, manage availability to prevent overbooking and set automated reminders to reduce no-shows. It also integrates with Stripe for advance payments and Zoom for seamless virtual consultations.

Communication and Engagement Tools

The software has tools that simplify and enhance communication with clients and leads. Its features are designed to centralize interactions, provide real-time responses, and automate workflows. Take a look at the following communication tools it includes:

Feature	Function
Conversations Hub	Combines messages from multiple channels, including social media, email, and SMS, into one central platform. Eliminates the need to switch between apps.
Mobile App	Lets you manage contacts, opportunities, and messages while on the move. Available in standard, LeadConnector, and white-labeled versions.
Webchat Widget	Integrates with your website to start real-time chats. Converts chats into SMS conversations, allowing leads to continue the conversation on mobile.
Automated Responses	Automatically replies to messages with specific keywords. Helps clients get instant answers while reducing manual effort.

These features make managing communication more efficient, allowing med spas to deliver better service and foster stronger client relationships.

Sales and Marketing Automation

The platform offers powerful features like automated workflows, funnel creation, and campaign tracking. Users can set up workflows to automate lead follow-ups, appointment reminders, email sequences, etc. Some standout features for sales and marketing automation include:

• Funnel AI: Automatically generate optimized funnels tailored to your business needs.
• Ad Manager Audiences Tab: Create and manage custom or lookalike audiences for targeted campaigns.
• Email Builder Upgrades: Embed forms, surveys, and conditional elements for personalized email campaigns.
• Campaign Analytics: Track impressions, clicks, and conversions to make data-driven decisions.
• Prospecting Tool Dashboard: Gain insights into lead generation efforts with detailed metrics and visual reports.

Reporting and Analytics

GoHighLevel provides a range of reporting tools to help businesses track and improve their performance. These features give clear insights into leads, conversions, and campaign success.

Reporting Features:

• Call Reporting: Tracks answered and missed calls, call sources and total call volume. Includes detailed records and filtering options for deeper insights.
• Appointment Reports: Provides data on confirmed, no-show, and canceled bookings. Includes user sources, outcomes, and scheduling times.
• Attribution Reports:
  • Conversion Reports: Displays revenue, opportunities, total contacts, and conversion performance in easy-to-read graphs.
  • Source Reports: Shows lead origins, marketing channel effectiveness, and detailed campaign data.

Integration Highlights:

• Google Ads Dashboard: Monitors client spending, conversion rates, clicks, and campaign performance.
• Facebook Ads Dashboard: Tracks impressions, clicks, conversions, cost per conversion, and revenue.

These tools allow med spas to monitor activities, optimize strategies and identify trends.

HIPAA Compliance and Data Security

GoHighLevel offers HIPAA compliance as an optional upgrade for med spas that manage sensitive patient information. This feature, available for $297/month, is essential for med spas needing to comply with HIPAA’s Privacy Rule and Security Rule, which protect patient health data. Once activated through the Agency dashboard, HIPAA compliance applies to all location accounts under the agency and includes a Business Associate Agreement (BAA) to meet legal requirements. Med spas can confidently manage client data, knowing the platform aligns with healthcare industry regulations.

Data security is a priority for GoHighLevel, making it a reliable choice for med spas. The platform uses 256-bit Advanced Encryption Standard (AES) to encrypt all data before it is stored. Authorized users can access data through a transparent decryption process, ensuring patient information remains secure. Cryptographic keys are managed with strict access controls and regular audits. These robust measures allow med spas to protect sensitive client data while maintaining compliance with industry standards.

Integration with Medical and Payment Systems

The platform integrates with Stripe, PayPal, Square, and Authorize.net. These options allow med spas to process one-time payments, set up subscriptions for memberships, send professional invoices, and generate payment links for convenient client transactions. Square integration is particularly helpful for med spas that accept both in-clinic and online payments.

Mobile App Functionality

With the mobile app, med spa professionals can stay connected and productive wherever they are. Whether it’s managing appointments, tracking campaigns, or responding to client messages, everything is just a tap away. You can even send emails and SMS updates without needing a desktop.

While the PC version provides a more detailed workspace for building campaigns and analyzing reports, the mobile app focuses on quick access and real-time functionality. It’s perfect for scheduling, reviewing messages, and handling tasks while away from your desk.

Special Features

GoHighLevel includes additional features that are designed to improve branding, automation, and client management. Here are some notable features:

• White-Label Customization: Agencies using the Unlimited Plan can rebrand the platform, offering a personalized experience with a branded desktop and mobile app.
• Social Media Planner: Schedule and organize posts for platforms like Facebook and Instagram to maintain an active online presence.
• AI-Powered Tools: Use AI-generated content fields to create messages quickly and efficiently.
• WordPress Hosting: Manage your med spa’s WordPress website directly on the platform, eliminating the need for separate hosting services.
• Reputation Management: Request, monitor, and respond to client reviews in one place, helping med spas build a strong online reputation.

Pricing Plans

The platform offers two pricing plans. The Starter Plan, priced at $97 per month, is ideal for smaller med spas or businesses just beginning to use automation tools. It includes essential features such as workflow and campaign builders, two-way SMS and email communication, pipeline and calendar management, and reputation tracking.

The Unlimited Plan, priced at $297 per month, is better suited for larger med spas or agencies handling multiple clients. It includes all the features of the Starter Plan, along with additional capabilities like unlimited sub-accounts, white-label desktop app branding, membership management tools, and API access for advanced integrations.

The platform has a 14-day free trial to give med spas the opportunity to test the features and choose the best fit for their needs.

Pros and Cons

The following insights have been compiled from real user reviews on platforms like G2, GetApp, and Capterra. These reviews highlight both the strengths of GoHighLevel and areas where users have faced challenges.

Pros	Cons
Users praise the excellent customer service and helpful onboarding process.	Support staff is sometimes described as untrained or unable to address specific system issues.
The software provides a comprehensive, all-in-one platform for organizing and managing business needs.	Users have reported billing inaccuracies and issues with refunds.
Automations and follow-up tools make tracking leads and conversions effortless.	The interface can feel clunky, and navigation is not always intuitive.
Customization options and agency-focused features cater specifically to marketing professionals.	A few users find the mobile app less smooth compared to the desktop version.
Many appreciate the robust affiliate program for generating additional revenue.	Rapid growth has led to occasional glitches and delays in improving new features.

These insights offer a well-rounded perspective on GoHighLevel, helping med spas understand how the platform’s strengths and challenges align with their needs.

Conclusion

GoHighLevel is a great choice for med spas looking to simplify client management, improve appointment scheduling, and enhance marketing efforts. It works well for practices that handle a mix of in-person and virtual services, thanks to its automation tools and payment integrations.

Larger med spas or those aiming to scale may benefit most from its advanced features, while smaller med spas can start with the Starter Plan to explore its capabilities. With a 14-day free trial, med spas can easily determine if it meets their needs.

At Wisevu, we’re here to help your medical spa thrive by making the most of GoHighLevel’s powerful features. We’ll work with you to build a stunning website, run social media campaigns, and create content that keeps clients engaged.

Let’s team up to take your medical spa’s success to the next level!