The platform

The client relationship, with the work around it.

See how appointments, client records, home care, communication, and studio responsibilities fit together, from preparing for a visit to following through afterward.

01 · Scheduling and access

Shape availability around your practice.

Offer online booking, reserve selected services for eligible clients, review requests, or invite a client into a specific opening.

Explore booking & invitations
Example · Calendar
WEEK OF MAY 12Studio calendar
Week
Tue 13Wed 14Thu 15
9 AM11 AM1 PM3 PM
Maria L.Signature facial
Elena W.Follow-up
1:30 PM openingOffer to Claire M.
Sofia R.Custom facial

Service eligibility

Choose who can book—and when.

Publish selected booking blocks while keeping the rest of your working schedule under studio control.

Example · Service access
SERVICE SETTINGSNew client facial
Active
Public bookingHidden from the public booking page
Approved clientsEligible clients can continue
Existing clientsEligible clients can continue
Appointment requestsEligible clients can continue

02 · Claire’s preparation

See the history. Prepare for what’s next.

A dated note, intake, visit history, and routine change make the record useful before Claire’s May 14 appointment.

CLAIRE MORGAN · CLIENT RECORD

Prepare for the next appointment

Follow-up complete
Private progress photoPrivate record · March 26
Private progress photoPrivate record · May 14

Documentation note
Photos are organized in Claire’s private record. Public marketing use would require separate permission.

APPOINTMENT PREP

Custom facial

Review Claire’s follow-up intake and her simplified home routine before the visit.

Follow-up intakeCompleted May 12
Routine adjustmentHydrating serum added

03 · Claire’s home care

Carry the visit into the weeks between.

Share clear steps, ask a focused question, and return the answer to the same client story.

Interactive product previewClaire Morgan · Home care
PERSONALIZED ROUTINE

Claire’s daily routine

Morning

01Gentle cleanserMassage onto damp skin⋮⋮
02Hydrating serumPress 2–3 drops into skin⋮⋮
03Daily SPFApply as the final step⋮⋮

Evening

01Gentle cleanserRepeat the morning cleanse⋮⋮
02Comfort moisturizerApply to face and neck⋮⋮
USAGE NOTES

Guidance for Claire

Keep the routine simple for two weeks. Use the hydrating serum on slightly damp skin.

Hydrating serumRecommended with usage note

04 · Daily work

Keep the next step clear.

Keep follow-up, preparation, recurring studio responsibilities, and direct reviews visible with their owner and due date.

WORK BETWEEN APPOINTMENTS

Every next step has an owner.

Example task board

To do

RecurringRestock treatment-room linens

Studio responsibility

AmyMay 14
Client follow-upCheck in after custom facial

Claire Morgan · May 14 appointment

NoraMay 16

In review

Direct assignmentReview consultation notes

Maya Chen · Provider review

Dr. LeeMay 15

Planned

Content planningPrepare home-care feature

Content plan · does not publish

SofiaMay 20

05 · Communication

Send the right check-in with the reason attached.

Use the client’s appointment and home-care context to make follow-up specific without losing the studio’s voice.

ROUTINE CHECK-IN · MAY 28

A useful message, with the client context attached.

Studio voice
CM

Hi Claire, how is the simplified routine feeling?
If anything feels too much or not quite right, reply here and we’ll review it before your next visit.

Why it’s being sentTwo weeks after a routine updateConnected contextClaire’s home care and May 14 appointment

06 · Content planning

Give the next post a place in the plan.

Organize images, caption drafts, owners, and planned dates. Planning a post does not publish it.

CONTENT LIBRARY

Ideas, drafts, and reusable assets

EducationWhy daily SPF matters

A short guide to choosing and reapplying daily protection.

Draft · Owner: Sofia
Home careA simple evening routine

Three calm steps clients can return to each night.

Ready · Owner: Sofia
ServiceMeet the custom facial

How a personalized appointment begins with listening.

Draft · Owner: Sofia
RelationshipStudio check-in

A thoughtful question to carry care between visits.

Idea · Owner: Sofia
PLANNING SCHEDULE

May

16A simple evening routinePlanned · Sofia
20Why daily SPF mattersDraft · Sofia
24Studio check-inIdea · Sofia

Planning dates organize the work. They do not publish posts to a social account.

07 · Connections

Use the tools you already rely on.

Connect commerce, communication, no-code handoffs, and—in Connected—your chosen compatible AI assistant to practical work.

Shopify

Keep the products in a client’s home-care plan connected to your store.

Klaviyo

Use client and practice context in the communication you manage through Klaviyo.

Zapier

Connect routine practice actions with the other tools you use.

Campaign tracking

Keep the source of a booking or request connected to the inquiry.

Your AI assistant

With Connected, let a compatible assistant help review client context, prepare routine changes, find openings, and organize follow-up.

Custom connections

API and webhook access for connecting EstiVite with other systems.

Compare your setup

See how the work around client care differs.

Compare EstiVite with Square Appointments, Booker, Boulevard, and Zenoti.

Open the comparison

Founding-practice pilot

Bring your way of working into EstiVite.

We’re inviting estheticians and skincare studios into the founding-practice pilot, with hands-on setup and direct access to the team.

Apply for early access