Managed reporting for med spas and aesthetics practices

Know what’s driving med spa revenue.

We reconcile booking, payment, membership, finance, and attribution data into one dependable operating view across treatments and providers—with location comparisons when they matter—then keep it reliable after launch.

Useful for one location, a growing group, or an operator preparing for consistent expansion.

30 minutes. No patient or clinical information. Your Reporting Gap Map arrives within 2 business days.

The operating scorecard

Answer the questions behind med spa performance.

A useful scorecard starts with agreed operating questions. Each answer is tied to a documented definition, source, owner, and level of detail.

Question 01

Booked and collected revenue

How much revenue was booked, how much was collected, and which timing, refund, package, or membership differences explain the gap?

Question 02

Provider credit

Which provider receives credit when the person who consults, books, or sells is different from the person who performs the treatment?

Question 03

Treatment mix

Which treatments and categories are changing the mix, and how are those changes affecting revenue and appointment capacity?

Question 04

Rebooking

Which completed visits result in a future appointment, using an agreed window and treatment-specific definition?

Question 05

Retention

Which clients return within the period that matters for their treatment plan, and where is repeat activity weakening?

Question 06

Memberships

How are enrollment, recurring collections, redemptions, pauses, cancellations, and outstanding balances affecting performance?

Question 07

Utilization

How much available provider or treatment-room capacity is filled, and which schedule assumptions belong in the calculation?

Question 08

Cancellations

Where are cancellations and no-shows reducing productive time, and how should late changes and rescheduled visits be classified?

Question 09

Location rollups

Can every location be compared using the same definitions while owners and managers still see the detail they are responsible for?

Work with your existing systems

Keep the tools your practice already uses.

MarinoDMC is a managed reporting layer over approved business systems—not an EMR, practice-management replacement, or self-service dashboard license.

Confirm what each source can support.

We assess access, available fields, historical coverage, refresh behavior, and data quality during scoping. Advertising data is included only when it supports an agreed business question, such as connecting spend to consultations, bookings, or collected revenue.

  • Booking and point of sale
  • Payments and refunds
  • Membership and CRM
  • Finance and accounting
  • Scheduled exports
  • Attribution when relevant
How it works

Define it. Reconcile it. Keep it reliable.

The engagement begins with the decisions your practice needs to make and the definitions your team will use—not a prebuilt dashboard template.

  1. Step 01

    Define the operating questions

    Choose the first decisions the reporting must support, identify the people who own the numbers, and agree on definitions, sources, access, deliverables, and timing.

  2. Step 02

    Reconcile and build

    Connect the approved business sources, document the calculation rules, reconcile totals, and validate the management view with the people who use it.

  3. Step 03

    Run and improve

    Monitor scheduled refreshes, diagnose routine defects, and make the bounded improvements included in the selected support plan as the practice changes.

Pricing

Clear starting prices. Clear limits.

Start with a reconciled reporting build, then choose the level of monitoring and improvement your team needs.

One-time engagement

Reporting build

From $3,000

A reconciled management view built around one clearly defined operating problem.

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  • Up to three named sources
  • One management dashboard and one location
  • Agreed metric definitions and source reconciliation
  • Refresh automation supported by the approved sources
  • Validation, launch documentation, and handoff
  • Typical delivery in two to four weeks after access and definitions are approved

Monitor

$400/month

For a stable reporting setup that needs a dependable operating check.

View plan details
  • Support for one delivered dashboard and one location
  • Scheduled-refresh monitoring
  • Monthly data-quality review
  • Diagnosis and routine repair of defects in the delivered configuration
  • Requests acknowledged within two business days
  • No improvement hours included

Manage

$850/month

For reporting that needs measured improvement as the business evolves.

View plan details
  • Everything in Monitor
  • Two non-rollover improvement hours each month
  • Monthly written performance note
  • Requests acknowledged within one business day

Scale

From $1,500/month

For groups that need location views, a rollup, and a planned reporting roadmap.

View plan details
  • Support for up to three locations and one group rollup
  • Everything in Manage
  • Four non-rollover improvement hours each month
  • Quarterly reporting-roadmap review
  • Requests acknowledged within one business day

Plan boundaries

Review the support terms, exclusions, ownership, and handoff that apply to every plan.

View all terms
  • Improvement hours cover small metric, calculation, layout, or approved-source field changes; new sources, dashboards, custom connectors, platform replacements, and material schema redesigns require a separate scope.
  • Monthly support has a three-month initial term and becomes month-to-month afterward.
  • Third-party software, BI licenses, connector fees, and hosting are separate unless itemized.
  • Cancellation includes handoff of agreed client-owned artifacts; additional migration work is quoted.
  • Support begins after the initial build launches.
  • Cancellation requires 30 days’ written notice.
  • Your source accounts, business data, and agreed deliverables remain yours.
  • Plans provide business-hours support, not 24/7 availability or guaranteed resolution times.
Your delivery team

Work directly with the specialists responsible for your reporting.

The same specialists define, build, validate, and support the work, so context stays intact from the first question through ongoing improvement.

Data engineering and automation

Mel

Leads source connections, transformations, automation, and reporting reliability.

Analytics and operations

Madison

Leads metric definition, dashboard design, validation, and operational reporting.

Professional profile
Med spa reporting FAQ

Understand the engagement before sharing access.

Definitions, systems, scope, support, ownership, and data boundaries are agreed before the reporting build begins.

Which med spa metrics can the reporting cover?

A scoped build can cover booked and collected revenue, provider and treatment performance, treatment mix, rebooking, retention, utilization, cancellations, memberships, and location rollups. The final metric list and calculation rules are agreed before the build begins.

Can you support both one location and a multi-location practice?

Yes. A first build can focus on one practice or one location. Multi-location work adds agreed location views and a group rollup so comparisons use consistent definitions. Public plan limits still apply.

How long does the first reporting build take?

A starting build typically takes two to four weeks after the required access and metric definitions are approved. Source complexity and the agreed deliverables determine the final schedule.

Do you handle patient or clinical information?

No. MarinoDMC works with business, operational, financial, booking, and attribution data. Patient records, clinical information, and protected health information are excluded. Do not send that information through this website, email, or Calendly.

Do we need to replace our booking, POS, or membership system?

No platform replacement is assumed. We first assess the approved systems you already use, the access and fields they make available, their refresh behavior, and whether those sources can support the agreed business questions.

How do you handle provider credit and shared revenue?

We do not impose a universal attribution rule. During scoping, your team agrees on how consults, bookings, treatment delivery, product sales, packages, and memberships should be credited. We document that rule and validate the resulting totals.

What happens when a source changes or a refresh fails?

Ongoing plans include the scheduled-refresh monitoring, review, diagnosis, and routine repair described in the selected plan. New sources, custom connectors, platform replacements, and material schema changes receive a separate scope.

Who owns the data and reporting deliverables?

Your source accounts, business data, and agreed deliverables remain yours. Access, third-party costs, client-owned artifacts, handoff, and any additional migration work are agreed as part of the engagement boundaries.

Med Spa Reporting Gap Map

Find the first reporting gap worth fixing.

In 30 minutes, we’ll map the systems involved, clarify the operating question creating the most uncertainty, and recommend a practical first scope. You’ll receive a concise Reporting Gap Map within 2 business days.

Scheduling opens in Calendly. Do not include patient or clinical information.