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

Advanced Aesthetics × Pabau

Medical Spa · Oklahoma, USA · Business Case
Pabau calendar shown on a tablet

Eight years on Patient Now.
One platform to replace it.

Advanced Aesthetics runs on Patient Now plus a stack of disconnected apps — payments, forms and texting all live outside the record. This document maps every requirement Brittan raised with Martin across two calls to a specific Pabau capability, and shows what changes the day the clinic consolidates onto one browser-based system.

Looking for a software that’s just more user friendly, more intuitive… browser based, something that can really help with our providers in charting, consent tracking, patient analytics, online booking.

Brittan Willimon Discovery call · 5 May 2026
Clinic profile
Medical spa
Aesthetics & wellness · Oklahoma
Established
25+ years
Replacing Patient Now after 8 years
Plan
Group · 6–15 users
$1,001 / month incl. Care Plus & Marketing Plus
Prepared by
Martin B · Pabau
For Brittan Willimon
Full migration from Patient Now · Dedicated onboarding & training

Advanced Aesthetics

Where you are today

What the clinic runs on right now.

App sprawl

Several apps to do one clinic’s job

Patient Now sits alongside a separate payment processor, e-form tools and texting. The record is split across systems that don’t talk — as Brittan put it, several applications to do what should live in one EMR.

Legacy software

Eight years on dated, app-based software

Patient Now is installed software, not browser-based, and the team finds it complicated and full of tools they don’t use. Staff want something modern they can run from any device.

Clinical notes

Charting, consent and sign-off across tools

Providers need fast charting and consent capture, and nurse-completed charts must be signed off by the medical director. Today that documentation and sign-off isn’t joined up in one record.

Lead management

Leads captured and chased by hand

New enquiries are entered and followed up manually, so leads slip and onboarding is slow. There’s no automated capture or conversion pipeline tying an enquiry to a booked patient.

Payments

Payments run outside the record

The clinic doesn’t take payment through Patient Now today — checkout and invoicing sit in a separate processor, so takings aren’t tied to the patient, the appointment or the provider.

Communications

Two-way texting in a separate tool

The clinic sends an estimated 5,000–10,000 messages a month through a separate texting tool. It works, but it isn’t tied to appointments, automations or marketing in one audit trail.

Why this matters now

Every month on legacy software widens the gap.

One browser-based record beats a stack of apps

Every disconnected tool taxes the front desk twice — once at the point of care, again when payments and notes are reconciled by hand. Consolidating onto one record removes the handoffs.

Eight years of history deserve a clean migration

Moving off Patient Now isn’t just a switch — it’s protecting eight years of patient records. A managed migration brings the history across so nothing is left behind.

Charting and sign-off in one place

When charting, consent and medical-director sign-off live in the same record, nurses and providers stop chasing approvals across tools and documentation stays audit-ready.

Capture and convert every enquiry

Automated lead capture and follow-up turns enquiries into booked patients without manual data entry — and ties marketing, booking and payment to the same record.

The solution

One operating system. Built for clinics like yours.

Pabau replaces Patient Now plus the separate payment, forms and texting tools the clinic stitches together today. Online booking, patient portal, clinical charting and consent, lead capture and conversion, payments and invoicing, two-way SMS, marketing automation and reporting all sit on one browser-based record — with your eight years of history migrated across.

What you raisedHow delivers it
Replace dated, app-based Patient Now with something modern
Browser-based all-in-one clinical OS — calendar, EMR, payments, marketing and reporting on one record, on any device, syncing in real time.
Bring eight years of Patient Now data across
Managed migration of patient records and history from Patient Now, with a dedicated onboarding team through go-live.
Fast clinical charting and consent capture
Customisable charting and medical forms, digital consent, photo annotation and AI-assisted notes in the patient record.
Nurse charts signed off by the medical director
Treatment notes carry a required signature step; supervising clinicians review and sign off charts in the EMR, leaving a clear audit trail.
Automated lead capture and follow-up
Lead pipeline with capture, stages and automated follow-up, converting enquiries into booked patients without manual entry.
Multi-view calendar and a simpler check-in
Calendar with day, week and room views, online booking, and patient self check-in with forms surfaced on the activities tab.
Take payments at the point of care with branded invoices
Integrated checkout from the patient record, multiple payment methods and branded invoices; processing fees are set out in the Terms of Use.
Two-way SMS for 5,000–10,000 messages a month
Two-way SMS and appointment reminders native to the record; message bundles scoped to your volume and confirmed on the order form (rates subject to change).
Patient analytics and revenue reporting
Dashboards and reports for revenue, performance and clinical activity, filterable and exportable.
Marketing without an outside agency
Marketing Plus add-on: email and SMS campaigns, recall and lead nurture with conversion reporting.
Enhanced clinical tooling for the team
Care Plus add-on: enhanced clinical and AI features bundled into your plan.

Transparent pricing. One platform, one invoice.

$1,001
Monthly subscription
Group plan + Care Plus + Marketing Plus
$1,250
One-off onboarding
Full project management & migration
$2,251
First payment
Onboarding + first month
Group plan · 6–15 users$386 / mo
Care Plus · Group$351 / mo
Marketing Plus · Group$264 / mo
Monthly subtotal$1,001 / mo
Full Project Management · onboarding & migration$1,250 one-off
Ongoing SupportIncluded
First payment · onboarding + first month$2,251

All figures in USD, taken from your HubSpot quote. Pricing is subject to Pabau’s Terms of Use and may change; SMS bundles and payment-processing fees are confirmed on the order form.

Implementation

Targeting go-live in summer 2026.

Phase 1 · Setup

Account build, user licences and roles

Group plan provisioned for 6–15 users. Roles defined for providers, front desk and the medical director, with chart sign-off permissions set up from day one.

Phase 2 · Migration & forms

Eight years of Patient Now data imported, forms rebuilt

Patient records and history migrated from Patient Now. Charting templates and consent forms rebuilt with AI assistance so providers start on familiar ground.

Phase 3 · Workflows

Payments, lead capture, booking and SMS

Point-of-care checkout and branded invoices configured. Lead capture and follow-up, online booking and check-in, and two-way SMS with automated reminders and recall switched on.

Phase 4 · Go-live

Staff training, AI charting enabled, marketing live

Team trained ahead of go-live, AI-assisted charting switched on, and Marketing Plus campaigns and recall set live. A dedicated onboarding manager supports the transition.

Ready to sign

Ready when you are.

This business case maps what Brittan raised to exactly what Pabau delivers, with pricing itemised. Your quote has the full breakdown and the order form to lock it in.

Full migration from Patient Now · Dedicated onboarding & training · All-in-one — no more app sprawl

Confidential business case prepared for Advanced Aesthetics · 2026

Next step

Your business details

Everything below goes straight to the team building your account. It takes about two minutes.

Your details

Secondary industriesOptional — up to 3.

Business details

🔒 Sent over an encrypted connection, straight to your Pabau onboarding team.