The all-in-one clinic operating system
Pabau Business Impact · Confidential

Advanced Aesthetics × Pabau

Medical spa · United States · Business Case
Pabau calendar shown on a tablet

Eight years of workarounds.
One platform to end them.

Advanced Aesthetics runs on PatientNow plus several disconnected applications for charting, booking, payments, lead management and marketing. Across the discovery call on 5 May and the demo on 2 June with Martin, the goal was clear: a single, browser-based system that runs the whole patient journey on one record. This document maps every requirement Brittan raised to a specific Pabau capability shown live in the demo.

We have several different applications to accomplish something that I wish we could seek within an EMR software.

Brittan Willimon Discovery call · 5 May 2026
Clinic profile
Medical spa & wellness
25+ years in aesthetics
Footprint
United States
Replacing PatientNow after ~8 years
Rollout
Whole-clinic
Providers, front desk & medical director
Prepared by
Martin · Pabau
For Brittan Willimon (BD Manager)
Full PatientNow data migration handled by Pabau · Dedicated onboarding & staff training

Advanced Aesthetics

Where you are today

What the clinic runs on right now.

Legacy software

Dated, application-based software

PatientNow has been the system for around eight years and is, in Brittan’s words, “just dated software”. It is application-based rather than web-based — a stated pain point for a team that wants to work from any device.

Tool sprawl

A stack of disconnected applications

Several separate applications are used to do what should live in one EMR. As Brittan put it, the team uses different apps “to accomplish something I wish we could seek within an EMR software”.

Leads & payments

Manual lead management & fragmented payments

Inquiries and follow-up are handled manually, and payments are not processed through PatientNow at all. Leads, bookings and money sit apart, so data is re-keyed and follow-up slips through the cracks.

Marketing

Marketing scattered across outside systems

Most marketing is sent through external tools rather than the patient record. Campaigns and recall sit away from the clinical system, so reporting and follow-up are stitched together by hand.

Charting & consent

Charting, consent & sign-off add friction

Consent tracking is manual, including recurring consents such as laser hair, and getting a nurse’s treatment note to the medical director for sign-off is a stitched-together step rather than a clean workflow.

Why this matters now

Every new provider and service line widens the gap.

The longer the patchwork runs, the more it costs to leave — and the more each new hire inherits.

Every new service line widens the gap

Each new provider or treatment added to the menu means another thing to wire across separate apps. The disconnected stack taxes the team twice: once at booking, and again at follow-up and payment.

Manual consent tracking doesn’t scale

Recurring consents — laser hair removal being the obvious one — are tracked by hand today. As volume grows, manual consent quickly becomes a compliance risk rather than a quick admin task.

Charting & sign-off shouldn’t be friction

Treatment notes and medical-director sign-off are part of every clinical day. When they sit outside one record, each note is an extra handoff between provider, director and front desk.

Switching cost only grows from here

Eight years of patient data and habits live in PatientNow. Every extra month on the patchwork adds more to migrate later — consolidating now keeps the move clean.

The solution

One operating system. Built for clinics like yours.

Pabau replaces PatientNow and the separate applications you stitch together today. Booking, the patient portal, charting and consent, medical-director sign-off, integrated payments, membership management, lead capture, marketing and reporting all run on one record — from a browser on any device, in sync with the Pabau Go app. Everything below was shown live in your demo on 2 June.

What you raisedHow delivers it
Move off dated, application-based software onto one browser-based system
A cloud, browser-based clinical operating system that runs the whole patient journey, kept in real-time sync with the Pabau Go app across every device.
Leave PatientNow without losing eight years of data
Full PatientNow data migration handled by Pabau, with a dedicated account manager, onboarding and staff training to get the team live.
Stop managing leads and follow-up by hand
Automated lead capture and conversion: website inquiries land in the Leads pipeline, with workflow automations for reminders, follow-up and converting a lead to a booked patient.
Faster charting, with consent and medical-director sign-off built in
AI-assisted charting (Echo AI) inside the note, customisable consent forms including recurring-consent logic for treatments such as laser hair, and a secure sign-off workflow that routes notes to the medical director.
Let patients book and self-serve online
Fully branded online booking plus a patient portal where clients complete forms, view past and upcoming appointments, and manage memberships and records.
Run memberships properly
Membership management with recurring billing, usage tracking, pause and cancel, and package tracking — built for a clinic that does a lot of memberships.
Take payment in the room and send a clean invoice
Integrated payments — card on file, terminal, tap to pay and self-pay links via Stripe and Klarna — with automatic, fully branded invoices by email.
See what’s actually happening across the clinic
Analytics and reporting dashboards covering bookings, revenue, stock and team activity, all drawn from the single shared record.

Transparent terms, set out in your order form.

1
One order form
Pricing & terms in one place
2
Add-ons, tailored
Marketing Plus & Care Plus
Migration included
Full PatientNow data transfer

The order form is your single source of truth — it sets out the pricing, terms and agreed services in one place, including any discussed add-ons such as Marketing Plus and Care Plus. Once it is signed and payment completes, our onboarding team begins your journey with Pabau.

Implementation

Targeting readiness around your 30 June decision.

Phase 1 · Agreement

Sign & pay the order form

The order form is the agreement. Once it is signed and payment completes, the onboarding team begins your journey with Pabau — no separate quote is sent.

Phase 2 · Migration

Data migration from PatientNow

Pabau handles the heavy lifting: patient records, history, forms, packages and memberships imported from PatientNow so nothing is left behind.

Phase 3 · Configuration

Charting, consents, payments & booking set up

Charting and consent flows, medical-director sign-off, integrated payments, online booking and the lead pipeline configured to how the clinic actually works.

Phase 4 · Training

Staff training scheduled to your team

Hands-on training for providers, front desk and the medical director, scheduled around team availability, with a dedicated account manager on hand.

Phase 5 · Go-live

Live on one platform

The clinic runs the whole patient journey on Pabau, targeting readiness around the 30 June 2026 decision date.

Ready to begin

One link. One decision.

The order form is the agreement. Once it’s signed and payment completes, the onboarding team begins your journey with Pabau — no separate quote will be sent.

Full PatientNow data migration handled by Pabau · Dedicated onboarding & staff training

Confidential business case prepared for Advanced Aesthetics · 2026