VISTA Platform · Marketing Automation
Per-service recall campaigns for every treatment you offer. Five automated journeys running every morning. AI-drafted messages in your brand voice. And closed-loop attribution that shows you real dollars — not open rates.
What Makes This Different
Generic marketing platforms — Klaviyo, Mailchimp, even the tools bundled into competing booking systems — don't know what your client was treated for or when they're due back. So they send generic "we miss you" blasts and call it retention. VISTA Marketing knows exactly what every client received, when they received it, and at what interval your service requires follow-up. That's not a feature distinction — it's a fundamentally different approach to patient retention.
Service Recurrence Campaigns
This isn't just for Botox. Every single service on your menu can have its own recall window — Botox at 90 days, HydraFacial at 30, microneedling at 42, laser hair removal at 28, a vitamin IV drip at 21. Whatever cadence makes clinical sense for that treatment, you set it once, and the system handles it forever.
Every morning, VISTA finds every client who is within their recall window for any service, checks that they haven't already rebooked, verifies they aren't inside the 7-day cooldown, and drafts a personalized message in your brand voice. By the time your front desk opens, the rebooking conversations are already in motion.
Hi Lauren,
It's been about 4 weeks since your last HydraFacial — right around when most of our clients start to notice their skin could use that reset again.
Want me to hold a slot for you this week? We have some great openings Tuesday and Thursday afternoon.
— The Glow Team
Automated Journeys
Beyond service recurrence, VISTA Marketing includes five always-on automated journeys that engage clients at exactly the right moments — without you lifting a finger.
A multi-touch welcome sequence that introduces your practice, sets expectations, and nudges the first rebook before the new patient relationship goes cold.
Per-treatment recall campaigns for your full service menu. Fires at the exact interval you configure — every service, every client, fully automated.
Targets clients who haven't visited in a set window (you configure it). Personalized message, your brand voice, with a direct booking link — not a generic coupon blast.
A tiered birthday sequence — early notice, day-of message, and a post-birthday follow-up — that converts consistently because it feels personal, not automated.
Fires 24–48 hours after appointment completion. Checks in on the patient's experience, surfaces any provider-recommended products, and plants the seed for the next visit.
AI Drafting
You set up a brand voice profile once — your tone, your style, your common phrases, what you never say. From that point, every campaign and journey message is drafted by AI using that profile as its guide. The result reads like you wrote it, not like it came out of a template library.
Closed-Loop Attribution
Every campaign link is tagged. When a client clicks through, books an appointment, completes their visit, and pays — that revenue traces back to the original send. You stop wondering whether your marketing is working and start seeing exactly how much each campaign is worth.
No more debating ROI with your practice manager. No more gut-feeling decisions about which campaigns to run. The data tells you what's earning and what isn't — so you can double down on what works.
Loyalty & Referral
Most practices pay a separate monthly fee for a loyalty or referral app. VISTA Marketing includes both — natively integrated with your client records, booking history, and campaign data.
Points or tier-based loyalty configured to your practice. Clients earn on every visit and purchase. Milestone rewards automatically trigger — no manual tracking, no punch cards, no third-party subscription. Redeemable as credits, gift cards, or service discounts.
Clients refer friends, friends book, both sides earn. Referral links are unique per client, tracked end-to-end, and attributed accurately. A client who refers three friends in a month gets recognized — automatically — without any work from your front desk.
Connected to Your EHR
The recall campaigns work because they're connected to real chart data. When a provider locks a SOAP note for a HydraFacial, the marketing system records the service, the date, and the patient. Thirty days later — without any staff action — a personalized recall message drafts itself and queues for send.
This is what separates VISTA Marketing from every other platform. Aesthetic Record and Zenoti have marketing features. They don't have a live connection between the chart and the campaign trigger. We do.
Learn about VISTA EHR →In a 30-minute demo we'll show you your service menu running through the recurrence system, a live attribution dashboard, and exactly how the AI drafts in your brand voice.
