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PRODUCT WALKTHROUGH · FICTIONAL PRACTICE

Florida Med Spa: Decision Hub Walkthrough

Walk through a fictional Florida med spa decision from Today and Future matching to vendor requirements, quote comparison and the owner decision summary.

PRODUCT WALKTHROUGH · SYNTHETIC EXAMPLE

See the Decision Hub in action

This fictional case uses the Med Spa Software Fit Florida brief dated . The results use the current product logic. Vendor evidence and checked dates appear in the appendix.

1. Review the practice inputs

The brief requires clinical charting, digital consent, before/after photos, inventory and memberships. The table separates the provided inputs from the Matcher’s defaults.

Florida practice inputs and assumptions
Practice inputTodayFutureSource / assumptions
BusinessMed spaHypothetical practice scenario
RegionFloridaScenario context
Current software switchChoosing a first systemChoosing a first systemtoday: provided; future: carried forward from Today
ServicesInjectables — neuromodulators / dermal fillers; Facials / skin treatmentsInjectables — neuromodulators / dermal fillers; Facials / skin treatmentstoday: provided; future: carried forward from Today
Providers26today: provided; future: provided
Locations12today: provided; future: provided
Monthly budget bucket$200–$500$200–$500today: default or unspecified; future: default or unspecified
Appointments / monthUnknownUnknowntoday: matcher assumption 200–750/month; future: matcher assumption 200–750/month
Budget contextIntended Today budget $200–400/month; model bucket $200–500. This is not a verified cost limit.UnknownStated budget context and model bucket are distinct.
Growth horizon24 monthsScenario context
Other quote inputsUnknownUnknownBillable seats, payment volume, transaction count, exact fees and contract terms.

2. Compare Today and Future shortlists

Today shortlist

The leading documented options are close. Compare trade-offs in a demo.

  1. AestheticsPro · Approximate fit 94/100
    Required workflows documented; confirm the quoted plan.
  2. Pabau · Approximate fit 94/100
    Required workflows documented; confirm the quoted plan.
  3. Vagaro · Approximate fit 86/100
    Required workflows documented; confirm the quoted plan.

Future shortlist

The first documented option scores higher for your selected priorities. Verify plan-level availability in a demo.

  1. Pabau · Approximate fit 98/100
    Required workflows documented; confirm the quoted plan.
  2. PatientNow · Approximate fit 92/100
    Required workflows documented; confirm the quoted plan.
  3. AestheticsPro · Approximate fit 92/100
    Required workflows documented; confirm the quoted plan.
Historical result

The earlier shortlist sent for independent review was AestheticsPro, Pabau and Vagaro at 91/100 each. The results above are calculated using the current Matcher.

3. Turn answers into vendor requirements

This read-only XLSX preview includes all Must, Should and Could rows. Each phase has its own row. The vendor fills in the blank response fields. On small screens, scroll the table sideways to see those columns.

Practice Profile sheet
Practice Profile worksheet preview
Practice inputTodayFutureSource / assumptions
Vendor nameEnter legal or trading name in Today.
Response dateEnter one response date in Today (YYYY-MM-DD).
Quoted plan / tierEnter the quoted plan for each phase, even if it stays the same.
BusinessMed spaHypothetical practice scenario
RegionFloridaScenario context
Current software switchChoosing a first systemChoosing a first systemtoday: provided; future: carried forward from Today
ServicesInjectables — neuromodulators / dermal fillers; Facials / skin treatmentsInjectables — neuromodulators / dermal fillers; Facials / skin treatmentstoday: provided; future: carried forward from Today
Providers26today: provided; future: provided
Locations12today: provided; future: provided
Monthly budget bucket$200–$500$200–$500today: default or unspecified; future: default or unspecified
Appointments / monthUnknownUnknowntoday: matcher assumption 200–750/month; future: matcher assumption 200–750/month
Budget contextIntended Today budget $200–400/month; model bucket $200–500. This is not a verified cost limit.UnknownStated budget context and model bucket are distinct.
Growth horizon24 monthsScenario context
Other quote inputsUnknownUnknownBillable seats, payment volume, transaction count, exact fees and contract terms.
Generated requirements preview
IDCategory / WorkflowRequirementPhasePriorityPractice CommentVendor ResponseSupported PlanLimitationsQuoted PriceConfirmation StatusEvidence/Source
membershipsMemberships / packagesManage membership enrollment, recurring billing and package redemption.TodayMust
membershipsMemberships / packagesManage membership enrollment, recurring billing and package redemption.FutureMust
inventoryInventoryTrack stock and usage and reconcile inventory counts.TodayMust
inventoryInventoryTrack stock and usage and reconcile inventory counts.FutureMust
photosBefore / after photosCapture, store and compare before/after photos in the patient record.TodayMust
photosBefore / after photosCapture, store and compare before/after photos in the patient record.FutureMust
chartingRequiredClinical chartingCreate, review and retrieve structured clinical notes in the patient record.TodayMust
chartingRequiredClinical chartingCreate, review and retrieve structured clinical notes in the patient record.FutureMust
consentRequiredDigital consentCapture signed digital consent and retrieve the signed version with the patient record.TodayMust
consentRequiredDigital consentCapture signed digital consent and retrieve the signed version with the patient record.FutureMust
injectableTrackingInjectable / batch trackingRecord product and lot details against an injectable treatment.TodayCouldWorkflow suggestion for review.
injectableTrackingInjectable / batch trackingRecord product and lot details against an injectable treatment.FutureCouldWorkflow suggestion for review.
schedulingRequiredAppointment schedulingSchedule appointments with the appropriate provider and service duration.TodayCouldWorkflow suggestion for review.
schedulingRequiredAppointment schedulingSchedule appointments with the appropriate provider and service duration.FutureCouldWorkflow suggestion for review.
serviceRecordsRequiredTreatment-specific templates / device parametersRecord procedure-specific parameters or use treatment-specific templates.TodayCouldWorkflow suggestion for review.
serviceRecordsRequiredTreatment-specific templates / device parametersRecord procedure-specific parameters or use treatment-specific templates.FutureCouldWorkflow suggestion for review.
locationsMulti-location operationsShow how staff access, schedules, reporting and inventory work across locations.FutureMust
commercial-1OnboardingDescribe the rollout timeline, training, responsibilities and support included.TodayShould
commercial-1OnboardingDescribe the rollout timeline, training, responsibilities and support included.FutureShould
commercial-2Migration into the systemSpecify what you can import, from which formats, what needs manual work, and the validation process.TodayShould
commercial-2Migration into the systemSpecify what you can import, from which formats, what needs manual work, and the validation process.FutureShould
commercial-3Data portabilityProvide a sample export for applicable records. State formats, coverage, bulk export options, post-cancellation access and any limits.TodayShould
commercial-3Data portabilityProvide a sample export for applicable records. State formats, coverage, bulk export options, post-cancellation access and any limits.FutureShould
commercial-4Membership portabilityIf applicable, explain how balances, packages, freezes and recurring memberships can transfer. Identify payment tokens or mandates that require client reauthorization.TodayShould
commercial-4Membership portabilityIf applicable, explain how balances, packages, freezes and recurring memberships can transfer. Identify payment tokens or mandates that require client reauthorization.FutureShould
commercial-5Contract termsProvide renewal, notice, termination, data retention and post-exit access terms for the quoted plan.TodayShould
commercial-5Contract termsProvide renewal, notice, termination, data retention and post-exit access terms for the quoted plan.FutureShould
commercial-6Implementation costsItemize setup, import, training and integration fees. List any fees for adding the second site, if applicable.TodayShould
commercial-6Implementation costsItemize setup, import, training and integration fees. List any fees for adding the second site, if applicable.FutureShould
commercial-7Recurring feesItemize subscription, seats, locations, modules, support and processing fees for each applicable phase. State currency, billing interval, quote validity and any minimums.TodayShould
commercial-7Recurring feesItemize subscription, seats, locations, modules, support and processing fees for each applicable phase. State currency, billing interval, quote validity and any minimums.FutureShould
commercial-8Exit costsItemize export, termination and post-exit access fees, including any costs that depend on the signed plan.TodayShould
commercial-8Exit costsItemize export, termination and post-exit access fees, including any costs that depend on the signed plan.FutureShould

4. Compare two synthetic quotes

The calculator holds Florida Today fixed at 2 providers and 1 location for months 1–24. The Future scenario starts after that period and needs its own quotes for 6 providers and 2 locations.

The brief supplied no billable account count, payment volume, transaction count, staff-time rate or quotes. The demo assumes three billable accounts, two clinical and one administrative. All amounts below are illustrative USD inputs. Quote A and Quote B are anonymous examples.

Cost comparison inputs
Shared inputValueSource
Comparison period (months)24Florida planning horizon; fixed Today for the example
Locations1Florida Today
Billable users across all locations3Synthetic assumption
Monthly processed card volume ($, all locations)30,000Synthetic assumption
Monthly card transactions (all locations)150Synthetic assumption
Staff time value ($/hour)30Synthetic assumption
Itemized synthetic quote assumptions
Synthetic quote inputs
InputQuote AQuote B
Base subscription ($/location/month)150240
User fee ($/billable user/month)100
Add-ons ($/month, all locations)500
Blended processing rate (%)2.72.5
Processing fee ($/transaction)0.10.1
One-time implementation & migration ($)0500
Total internal setup & training hours816
Total old-system overlap cost ($)0200
Synthetic cost comparison
Cost lineQuote AQuote B
Software and add-ons / month$230.00$240.00
Payment processing / month$825.00$765.00
One-time costs and staff time$240.00$1,180.00
Total over 24 months$25,560.00$25,300.00

5. Review the Decision Report

Vendor evidence registry reviewed . The appendix gives source links and check dates where available. See how Med Spa Software Fit evaluates vendors.

Run your own comparison

Start my own shortlist

Open the calculator with your own quotes ↗