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Pabau Business Impact · Confidential

Advanté Aesthetics × Pabau

Aesthetic & Wellness Clinic · Jersey, Channel Islands · Business Case
Pabau calendar shown on a tablet

The aesthetics side works.
The medical side is the gap.

Advanté runs on Phorest with Barclaycard terminals in clinic, and it does the job it was chosen for. What it does not do is bloods, lab reports and prescriptions — and a private GP and menopause specialist are joining. This document maps what Sarha raised on the demo with Martin B on 14 August 2026 to specific Pabau capability, and is equally specific about the one thing Pabau cannot do in Jersey today.

Where we’re moving the business to now is that there’s more and more medical aspects coming on board. So we’re bringing in a private GP, looking at a menopause specialist as well. Lab reports, bloods, prescriptions — now Phorest doesn’t support that.

Sarha Courtnay Founder & Clinic Director · Demo call · 14 August 2026
Clinic profile
Aesthetics & wellness
A 360 approach · EMFACE, EXION, EMSCULPT Neo, EMSELLA
Footprint
Jersey, Channel Islands
Founded January 2023 · medical services being added
Users
8 licences
Group tier · includes a restricted login for the London GP
Prepared by
Martin B · Pabau
For Sarha Courtnay and the Advanté team
30-day satisfaction guarantee · Migration in 7–15 business days · No order form attached — review it with the team first

Advanté Aesthetics

Where you are today

What the clinic runs on right now.

Current stack

Phorest for the aesthetics side, Barclaycard for the till

The clinic runs on Phorest with Barclaycard PDQ terminals in clinic, and Sarha was clear that it works for what it was chosen to do. This is not a rescue — the aesthetics workflow is not the problem.

The gap

The medical side is not where it needs to be

Lab reports, bloods and prescriptions are the requirement Phorest does not answer. In Sarha’s words, on the medical side “it’s not where it needs to be” — and that is the whole reason this conversation is happening.

What’s coming in

A private GP and a menopause specialist joining

A private GP in London will run online video consultations and needs a login to her own patients. A menopause specialist is being scoped. Both bring clinical documentation the current system was never built to hold.

Memberships

Sold on the website, reconciled into Phorest by hand

The Skin Society membership is taken as a recurring card payment on advanteaesthetics.com, then keyed into Phorest manually so credits and the monthly facial still show on the patient. Two systems, one member.

Deposits

Payment link, phone or bank transfer, then posted manually

Deposits are collected however the client can pay — secure link, card over the phone, bank transfer — and then added to the account and cashed off against the right method. The workaround already exists and already works.

Visibility

No single overview of the business

As Sarha put it: in Phorest “you can’t really see the overview of everything”. Commission over target, stock, clinical activity and revenue live in different places, or in a spreadsheet.

Read this part first

The Jersey constraint

Stripe does not operate in Jersey. That limits Pabau, and we are not going to pretend otherwise.

Every automated money movement in Pabau runs through Stripe — recurring memberships, pay-by-link deposits, online package sales and deposits taken at online booking. Because Stripe is not available to a Jersey-domiciled business, those specific functions are not available to Advanté today. That is a hard limitation, not a configuration problem, and no amount of onboarding changes it. What follows is what does work, what does not, and what is still open.

Works today

Your own terminal, recorded properly

Keep the Barclaycard PDQ machines. Takings are recorded in Pabau under a named payment type, so the sale, the clinical note and the reporting all sit together even though the terminal itself is not connected to Pabau.

Works today

Deposits and credit on the client account

A card payment taken in clinic can be posted to the client’s account as a deposit or credit and drawn down against future treatment — exactly the £2,000 course-of-four EMFACE case Sarha raised. What is not available is sending the client a link to pay it.

Works today

Packages, courses and vouchers, sold manually

Packages and courses of treatment can be created and sold at the desk, with sessions counting down on the client card as they are used. Gift vouchers can be issued the same way — the manual step you already take.

Does not work

Recurring memberships, automatically billed

Pabau’s membership engine — individual and family plans, included services, perks, auto-applied discounts, credit that reloads each cycle — is driven by Stripe. Without Stripe it cannot bill your members, so it cannot run your Skin Society plan today.

Does not work

Pay-by-link and deposits at online booking

The online booking portal itself is available and your team can have it set up on the website. Taking a deposit inside that booking flow, and sending a payment link for one, are not.

Open — no promise attached

A manual route for memberships

Martin has taken one action out of the demo: ask Product and Development whether a membership can be recorded and drawn down manually while payment is handled outside Pabau. There is no commitment and no date — you will get a straight yes or no before you are asked to decide.

So the question in front of Advanté is not whether Pabau replaces everything on day one. It is narrower and more honest than that: is one clinical system for the medical side — bloods, lab results, prescriptions, charting, telehealth, AI notes — worth keeping a manual step on memberships? That is a judgement for you and the team, and it is a reasonable one to answer either way.

Why this matters now

The medical side is arriving either way.

The medical build-out is what forces the decision

A private GP, menopause work, bloods and prescriptions are arriving whether or not the software is ready. Clinical records created outside a clinical system are records that have to be reconstructed later.

Two systems costs more than one manual step

The alternative on the table is a medical system alongside Phorest — Sarha’s own words, “which would be a real pain”. Two logins, two patient records, two sets of reporting. Weigh that against a manual membership entry.

The clinical detail is where the time goes

Doctors writing notes by hand, results emailed and filed, recalls set one at a time. AI dictation in the chart and automated recall are where the hours come back — and neither depends on Stripe.

You have a fair reason to be cautious about us

Sarha ran Pabau ten years ago and hit cross-clinic login problems. That deserves a direct answer rather than a sales one, so security and data separation are addressed below and open to as much scrutiny as you want.

The solution

Point by point. Including where the answer is no.

Every line below came off the demo on 14 August. A tick means Pabau ships it today. A tilde means it works with a caveat you should read before signing anything. A dash means it does not work for Advanté in Jersey. There are no ticks here we cannot stand behind on a follow-up call.

What you raisedHow answers it
Bloods, lab reports and prescriptions held on the patient record
Full clinical charting — medical forms, treatment notes, prescriptions and documents attached to the client record, which is the capability Phorest does not cover.
Results from the private Jersey blood lab
Results emailed back by the lab are uploaded to the client record. Only TDL is connected directly, so for the Jersey lab this stays a manual upload — better than today, but not automated.
An AI scribe so the practitioner can concentrate on the patient
Echo AI records the consultation and transcribes it into the treatment note inside the chart, with dictation as an alternative to typing. Unlimited under the Care Plus add-on on your quote.
Online video consultations for the private GP in London
Video consultations launched from the calendar and charted in the same screen, so a remote GP works on the same patient record as the clinic.
That GP needs a login to her own patients only
Role-based permissions set module by module, including what each role can see on the client card — the desk, the injectors and the prescriber each see only their own remit.
Commission at 10% of anything earned over a weekly target
Commission rules per service, package and product with a per-staff commission report, plus clock-in / clock-out timesheets — replacing the spreadsheet.
Automatic recall when a Botox patient is due at three months and has not rebooked
Recall automations built once per service and left running, rather than set patient by patient. Unlimited automations under the Marketing Plus add-on on your quote.
One overview of the business rather than several
Dashboards and financial, clinical and stock reporting off the same record set — revenue, activity, commission and inventory in one place.
Stock tracked to lot number and expiry
Inventory with batch / lot number and expiry recorded against product usage, minimum stock levels and low-stock alerts.
Before-and-after photography and digital consent
Photo management with before-and-after comparison, captured on an iPad or phone in the room, alongside digital consent forms with e-signature filed to the record.
A digital membership card the client actually receives
The client card and client portal hold the membership status and remaining credits. Whether membership itself can run at all in Jersey is the open question above — this row depends on it.
Keeping the Barclaycard PDQ terminals
Takings recorded under a custom payment type named for the terminal, so reporting reconciles. To be explicit: the terminal is not integrated with Pabau, it is recorded in it.
Recurring memberships billed automatically
Not available in Jersey. The membership engine requires Stripe. Martin is checking whether a manual route exists; treat it as unresolved until he comes back to you.
Linking Pabau to the website and to accounting
A documented open API for the website and accounting connections. Xero syncing exists in the platform; Martin will confirm in writing exactly what the QuickBooks or Xero path looks like for you before you commit — not assumed here.
Migrating everything off Phorest without losing history
Phorest provides your export — CSV, PDF and patient records — and Pabau runs the migration. No Phorest login is handed over, and you keep using your current system while it runs.
Pabau Engage

One inbox for patient conversations — part live, part on the way.

Engage is Pabau’s conversation layer: patient messages arriving in one place, against the patient record, rather than in four apps on the front-desk phone. Split honestly into what you would have on day one and what is still in development.

Live today — two-way SMS, email and calls

SMS, email and telephone conversations run two-way through Pabau now: the reply comes back into the same thread and stays attached to the patient, so anyone picking it up has the history.

Coming soon — WhatsApp, Instagram and Facebook

Two-way messaging for WhatsApp, Instagram and Facebook is in development, with Meta approval in place. It is not live yet and we are not putting a date on it — do not buy on the strength of it.

It sits inside the add-ons you are already quoted

When the social channels land they fall under the Marketing Plus and Care Plus add-ons already on your quote, at the permanent 50% rate Martin has applied — not a new line item later.

Why it matters for a Jersey clinic

Most enquiries for an aesthetics clinic start on Instagram or WhatsApp. Getting those into the same record as the booking is the difference between a lead you can report on and a message somebody remembers.

Security & compliance

The 2016 problem, answered directly.

Sarha raised logging in and landing in another clinic’s account ten years ago. That is a serious thing to have experienced and it is the right question to ask before moving a decade of patient records. Pabau 2 is a different platform, rebuilt and in production for several years, with per-clinic data separation and role-based access as structural properties rather than settings. Rather than ask you to take that on trust, here is where to check it.

UK and EU GDPR

Pabau is registered with the Information Commissioner’s Office, reference ZA478121. The Data Processing Agreement is available on request.

Published, not asserted

trust.pabau.com is Pabau’s public trust centre: compliance position, the full sub-processor register by name and region, and 18 policy documents — information security, incident response, business continuity, access control — released on request.

Controls

TLS in transit, encryption at rest and least-privilege access controls. Card details are tokenised by Stripe and never held by Pabau — which, in your case, is also why Stripe is on the critical path for billing.

Independent scrutiny

A 2026 compliance report by Aikido Security is available on request, along with a SOC 2 readiness and control-mapping report. To be precise: that is a readiness report, not a completed Type II audit, and we would rather say so than let a badge do the talking.

The quote, in three numbers.

£310
Group licence, per month
All eight users · full platform access
£182
Both add-ons, per month
Marketing Plus and Care Plus · half the £364 list rate, permanently
£995
One-off migration
Full Project Management · Pabau moves the data

That is £492 per month and a one-off £995, giving a quote total of £1,487.00 to get started. The 50% reduction on both add-ons is permanent, not introductory, and it is there because of the Stripe limitation above. Marketing Plus covers unlimited campaigns, automations and workflows; Care Plus covers unlimited AI, telehealth and SMS instead of drawing on Pabau credits. Quote reference 20260814-143341030, prepared 14 August 2026 and valid until 30 September 2026. Figures as quoted for a Jersey-domiciled business, with no VAT applied — Martin will confirm the final tax treatment in writing before you commit. There is a 30-day satisfaction guarantee: if the platform is not of benefit, the monthly subscription is refunded in full.

Implementation

Migration in 7 to 15 business days.

Phase 1 · Kick-off

Export requested from Phorest, coordinator assigned

A short kick-off call, then a dedicated client coordinator and a private Slack channel opened for your whole team — different roles, different questions — for the first three months. You request the data export from Phorest; no login is shared.

Phase 2 · Migration

Everything moved across in 7 to 15 business days

Patient records, history and documents migrated under Full Project Management, tracked in an onboarding portal against account setup, key features, revenue score and clinical score. Advanté keeps working on Phorest throughout.

Phase 3 · Clinical and commercial build

Eight users, permissions, medical forms, stock and payment types

Eight licences with permissions per role, including a restricted login for the London GP. Medical forms, consent and treatment-note templates configured for the GP and menopause work. Barclaycard set up as a named payment type, commissions and timesheets loaded, stock with lot and expiry.

Phase 4 · Training and go-live

Trained before you go live, supported for three months after

Training starts as soon as you have access, so the team is confident on day one rather than learning live. Coordinator and Slack support run for three months, then ongoing 24/7 support. A 30-day satisfaction guarantee applies to the monthly subscription.

Next step

No order form attached. Just the detail, and a diary link.

Sarha asked for this in writing before speaking to the team and the other providers, so that is exactly what this is — nothing to sign. Read it, share it internally, and put the follow-up in the diary. Martin will bring the answer on manual memberships and the accounting connection to that call.

Nothing to sign · 30-day satisfaction guarantee · Quote valid until 30 September 2026

Confidential business case prepared for Advanté Aesthetics · August 2026