Settlead
ENTR
Aesthetic clinic CRM

The CRM for aesthetic
clinics with patients from abroad.

Cosmetic surgery patients from abroad often stay on for several days after the operation before they can fly home. Settlead keeps the quote, flights, hotel, transfers, payments and your sales team's commission together, so a longer stay does not mean more spreadsheets.

A longer stay means more to keep track of.

Hotel and rides

Hotel nights and rides tracked in chat threads
Hotel booked or not, and every ride, per visit on the patient's page.

Quotes

Screenshots of prices in WhatsApp chats
Treatment explained in plain words on a branded offer, with options you can compare.

Extras and payments

Extras and cash in several currencies noted on paper
Extras, discounts and every payment in its own currency, with the balance still owed.

Sales team

Excel arguments at the end of the month
Each seller's commission calculated from what was actually paid.
The patient journey

From enquiry to the flight home.

  1. 1

    Enquiry and quote

    Explain the treatment in plain words, compare options and print a branded offer.

  2. 2

    Accepted, now a patient

    Turn the accepted quote into a patient in one click, with the deposit recorded.

  3. 3

    Flights and hotel

    Arrange them for the visit, with a to-do list of what is still missing.

  4. 4

    Transfers

    Plan the airport pick-up, local rides and the ride back, by day and driver.

  5. 5

    Visit and treatment

    Files and a full history of every change, on the patient's page.

  6. 6

    Balance and commission

    See what is still owed before they fly home. Commission follows what was paid.

What an aesthetic clinic gets

Quotes and offers

Build a quote in minutes and print it as a branded offer.

  • Treatment explained in plain words
  • Compare options
  • Deposit and first-visit payment

Hotels per visit

See whether the hotel is booked for each visit.

  • Booked or not, per visit
  • Next to flights and transfers
  • Shown on the patient's page

Transfers and drivers

All car journeys by day and driver, sent to each driver on WhatsApp.

  • Arrival, departure and local rides
  • Not sent, sent and done at a glance
  • From your own WhatsApp Business number

Payments in any currency

GBP, EUR, USD and TRY with the rate of the day.

  • Extras and discounts
  • Balance before they fly home
  • CSV export for your accountant

Commission

Each seller sees their own earnings, and the owner sees the whole team.

  • Earned and expected, by month
  • Sellers who never log in still count
  • Team sales performance

Patients and visits

Every patient on one page: treatment, visits, flights, hotel, files and history.

  • List, board and card views
  • Stage, treatment and seller filters
  • Every change logged
Questions

Good to know

How long do cosmetic surgery patients stay before flying home?+

It depends on the procedure and the surgeon. As a guide, the American Society of Plastic Surgeons suggests waiting five to seven days after body procedures and seven to ten days after facial procedures before flying. Settlead tracks the hotel and transfers for each visit.

Can we compare treatment options in a quote?+

Yes. You can build and compare options, explain each treatment in plain words and print a branded offer.

Can we record extras and discounts?+

Yes. Extras and discounts are recorded with the payments, and the balance shows what is still owed.

Can we try it before paying?+

Yes. The trial has every module switched on, and your data stays when you pick a plan.

Ready to settle
every lead?

A 20-minute call. We show Settlead with your own treatments and prices, and set it up with your team.