Industries → Beauty
Zoho CRM
for Beauty Clinics
Track treatment courses, automate re-booking reminders, and upsell regulars on autopilot
Track treatment courses, automate re-booking reminders, and upsell regulars on autopilot
Your Stack
3 layers that work together · start from any one
Zoho Bigin + Zoho Campaigns · treatment course tracking + re-book automation + LINE broadcast
Zoho Bigin + treatment course tracking + re-booking workflows + LINE OA integration
PDF + Video guide · self-setup beauty clinic CRM + course tracking
Pain Points
Tracked in a notebook · customers run out without notice · no follow-up
Customers don't rebook · staff call manually · time-consuming
Don't know which customers are ready to upsell · guessing + cold-calling
Some in LINE · some in Excel · no central record
Use Case
A 1-branch Bangkok aesthetic clinic · 800 active customers · multiple package types (10/20/50 sessions) · staff tracked usage on paper · frequent disputes over remaining count · manual re-booking · guesswork upselling · revenue per customer trending down. After implementing Zoho Bigin + Campaigns: custom fields track sessions purchased/used/remaining · workflow rule triggers reminder when 2 sessions remain · Zoho Campaigns birthday + anniversary emails · optional LINE OA via Messaging API · upsell email when course nears end. Results in 90 days: re-booking rate 38% → 64%, course renewal rate +42%, customer disputes about sessions = 0 (history visible in CRM), upsell conversion 8% → 21%.
Features
Custom fields in Zoho Bigin: sessions purchased / used / remaining / expiry · update via mobile app per treatment (native)
Workflow rule triggers when 2 sessions remain → Zoho Campaigns email reminder · LINE add-on via Messaging API integration
Zoho Campaigns sends email + voucher annually · boosts visit rate on special occasions · native email tracking
Workflow rule triggers when course nears end → email offering new/upgrade course · personalized by treatment history
Custom module stores treatment plans, allergies, photos (Zoho CRM file upload) · full history at every visit
Custom fields track referral source + Zoho Campaigns auto-reward email when referral conditions met (native automation)
Timeline
Set up Zoho Bigin custom fields for course tracking · workflow rule + email templates · import patient + course data from Excel
Build re-book reminder, birthday, upsell campaigns · staff training to update sessions on mobile · end-to-end test
Live + monitor session tracking accuracy · 30-day support · LINE integration optional phase 2
FAQ
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Resources
30-min free consult — automate course tracking + re-booking together