Plan and pack balances
Clients see the sessions left on a membership or prepaid pack, with the renewal date shown clearly.
Massage studios juggle memberships, prepaid sessions, gift card balances and a long tail of small account questions. We build a customer portal website for massage studios where clients sign in to see their sessions, forms and receipts, and the team works each request from one queue.
Much of the front desk's day is account work. A client asks how many sessions remain on her prepaid pack, whether a gift certificate still has value, or for a receipt to send to an insurer. Each question arrives by phone or text and gets answered from memory or a spreadsheet, and the answer is only as good as the last person who updated it.
Therapists add their own layer. A client wants her next session moved or asks for a different therapist after a first visit, and the change sits in a note in the diary that the front desk may not see until the morning. Health history lives in a separate folder, so an update to it is handled by hand and sometimes forgotten.
A new client compares studios on price, distance, whether a particular therapist is free and how easy the place is to deal with. Few sign up for an account before the first visit. Regulars expect the studio to remember them, and an account that shows their sessions and forms is part of that expectation.
Members behave differently. They check remaining sessions before booking, ask for receipts at tax time and want to move a visit from a phone in the car. The portal should make those routine jobs quick, so the front desk can spend its time on new bookings and on clients who need a real conversation.
Take a client on a monthly plan who wants a sports massage before a race. A text from the studio brings her to a link, and after a one-time code she sees her plan with the sessions left. Her next booking is listed with the therapist's name, and her signed health history is one tap away.
She asks to move the session two days later. The request reaches the front desk queue with her plan details attached, and the therapist's diary shows the options that fit. The manager confirms the new time, the client receives a receipt and the change is logged, so no one has to rebuild the history from a note.
Clients see the sessions left on a membership or prepaid pack, with the renewal date shown clearly.
Gift certificates can be checked, sent and redeemed, with the remaining value visible to the holder.
Clients download itemized receipts for their own records, including for insurance reimbursement where it applies.
Changes go to the front desk queue with the therapist's options, and the confirmation is sent automatically.
Preferred therapist, pressure and any notes the client chooses to share are kept on her account.
A one-time code sent to the phone replaces a shared password, and access can be revoked from the studio side.
A portal for a massage studio holds personal and health-related information. Clients should see only their own account, therapists should see the intake answers for their own sessions, and the front desk should see billing without seeing clinical notes. We set those boundaries before designing any screen.
Clinical notes are a separate matter. The studio decides what, if anything, goes into a client's portal, and its advisers should check that decision against the rules for massage therapy in its state. We build the access controls and the deletion process, while the studio sets what the records contain and how long they are kept.
Massage demand has its own rhythm. January brings resolution memberships, spring brings sports and marathon training, and the weeks before the holidays bring gift card rushes. Each peak also means more reschedules and more balance questions at the desk, which is exactly the traffic a portal should absorb.
We would set the portal to show gift card balances clearly, offer a simple way to buy and send one, and let clients reschedule without a call. In quieter months, the same account data shows which members have not booked lately, so the studio can invite them back with a message they can answer.
Start with the front desk's own log. Count the calls and texts about balances, receipts and changes, and the average time to answer each one. A working portal should reduce both while the team size stays the same.
Then look at the clients. Count how many changes and receipt requests are made through the portal, and how many returning clients rebook from the account rather than the phone. Those numbers show whether clients have accepted the tool, which decides whether the project pays back.
It can provide itemized receipts, which clients download and send to their insurer or health savings account. Whether a claim is paid depends on the client's own policy, so the studio should not promise reimbursement. The portal says so in plain words.
No. The portal works in a phone browser, and sign-in uses a one-time code. Clients can add the page to their home screen for quicker access.
Only if the studio chooses to share them. By default each therapist sees the intake and preferences for her own bookings, and the front desk sees billing. The rules are set when the portal is configured, and changes to them are logged.
The holder signs in with the phone number on the purchase, so a lost link does not lose the value. The studio sets the issuing and redemption rules, and we build them exactly as agreed in writing.
Not necessarily. We would check which tool the studio already pays for and whether the portal can read from it. If a clean connection is not practical, the portal can still collect requests for the front desk, and we would say that clearly before the build.
Tell us how plans, balances and receipts are handled now. Scope and price are confirmed in writing on a free scoping call, before any build starts.