At Meevo, innovation starts with understanding the challenges our customers face every day. Throughout September, we continued turning that feedback into meaningful enhancements designed to help businesses save time, engage clients more effectively, simplify operations, and create new opportunities for growth.
This quarter brought some of our most exciting advancements yet, from AI-powered clinical documentation and smarter inventory management to automated client journeys and new tools that help businesses better manage and protect their revenue.
Here’s a look at what we delivered this past month.
Smarter Tools for Med Spa Providers
We continued investing in MeevoMD this quarter with new capabilities designed to reduce administrative work, make important clinical information easier to access, and give providers more time to focus on their patients.
Transform Charting with AI
Meevo’s new AI-powered charting capabilities help providers spend less time documenting visits and searching through patient history.
AI Chart Recap generates an easy-to-read recap of an individual chart, bringing together important treatment details, clinical notes, images, and follow-up information.
AI Patient Overview summarizes information across a patient’s chart history, helping providers quickly identify important clinical information and trends across multiple visits.
Voice to Chart lets providers recap a visit naturally by voice while Meevo helps populate the appropriate areas of the chart for provider review and editing.
Together, these tools help streamline documentation and make relevant patient information easier to find when providers need it.
Document Faster with Chart Phrases
Providers often enter the same treatment notes, instructions, and recommendations throughout the day. Chart Phrases help eliminate that repetitive work by allowing commonly used content to be inserted into charts with just a few keystrokes.
- Start quickly with a library of more than 50 preloaded phrases.
- Create shared phrases to help standardize documentation across providers.
- Give providers the flexibility to create personal phrases for their own documentation needs.
The result is faster charting with greater consistency across the business.
Improve Inventory Traceability with Lot & Expiration Tracking
Businesses that manage products requiring greater traceability can now track inventory by lot number and expiration date throughout key Meevo workflows.
- Follow lots as inventory is received, counted, transferred, used during services, or sold.
- View on-hand inventory by lot.
- Capture lot information during checkout as products are sold or used.
- Receive alerts when inventory is approaching expiration, has expired, or an expired lot is used or sold.
These capabilities give med spas greater visibility into their inventory and help teams proactively manage products that require additional oversight.
Andrew shared, “We’re continuing to look for ways technology can remove administrative work from the provider experience. From reusable Chart Phrases to AI-powered summaries and voice charting, these enhancements are about making clinical documentation faster and making important information easier to access without taking control away from the provider.”
More Powerful Ways to Engage Clients
We expanded the tools businesses can use to stay connected with clients and turn engagement into action, led by new marketing automation capabilities within Emma.
Build More Personalized Client Journeys
New Emma journeys give businesses a more powerful way to automate client communication across email and SMS.
Businesses can create automated, multi-step drip campaigns that help them consistently engage clients throughout their lifecycle without relying on manual follow-up.
- Welcome and nurture new clients with an ongoing communication sequence.
- Educate prospects and keep your business top of mind over time.
- Promote services, memberships, and other opportunities through coordinated email and SMS communications.
- Automate outreach so teams can maintain consistent client engagement at scale.
Journeys create a foundation for more sophisticated lifecycle marketing in Meevo, helping businesses deliver more relevant communication while reducing the work required from their teams.
Continuing the Transition to the New Online Booking Experience
We also continued expanding our new Online Booking experience, bringing more of the capabilities that businesses rely on today into its redesigned, modern booking experience.
Across this quarter, we added additional support for areas such as direct booking links, family and group bookings, client authentication, appointment management, events, pricing, loyalty points, and other booking workflows as we continue moving the new experience toward broader adoption.
Andrew shared, “Journeys give businesses a much more scalable way to stay engaged with clients throughout their lifecycle. Instead of relying on individual campaigns or manual follow-up, businesses can build ongoing communication experiences that help nurture relationships and create more opportunities to bring clients back.”
More Control Over Revenue & Payments
This quarter, we also introduced enhancements designed to help businesses protect revenue, improve recurring payment management, and gain more flexibility over their cash flow.
Recover More Recurring Payments Automatically
A declined membership or payment plan payment doesn’t always mean the client can’t pay. Businesses can now configure Meevo to automatically retry eligible declined recurring payments.
- Configure how many days Meevo should wait between retry attempts.
- Determine how many times an eligible declined payment should be retried.
- Configure retry behavior independently for memberships and payment plans.
This creates additional opportunities to recover revenue automatically while reducing manual payment follow-up for staff.
Gain More Control Over Recurring Billing
Businesses can also establish a default fixed billing date for newly created membership and payment plan recurring payments rather than relying exclusively on enrollment-based dates.
This gives businesses greater flexibility to align billing with their preferred processes while creating more predictable recurring payment schedules.
Protect Online Revenue with MeevoPay Shield
MeevoPay Shield helps protect businesses from online payment fraud without requiring additional setup or ongoing maintenance.
Built directly into MeevoPay, it uses machine learning, behavioral analysis, and real-time risk detection to evaluate eligible e-commerce transactions and helps businesses:
- Reduce fraudulent online transactions
- Protect eGift purchases from abuse
- Lower fraud-related chargebacks
- Reduce false declines for legitimate clients
- Adapt to evolving fraud tactics without manual configuration
- Access Eligible Funds Faster with MeevoPay Now
Sometimes a business can’t wait for its standard next-day deposit.
MeevoPay Now gives eligible MeevoPay businesses the option to request available processing funds on demand, including weekends and holidays, with funds typically delivered within minutes when their financial institution supports the applicable real-time payment network.
Whether it’s an unexpected equipment repair, inventory restocking, or another time-sensitive expense, businesses now have another option for accessing eligible funds when they need them.
Andrew shared, “Revenue management isn’t just about processing a transaction. Businesses need tools that help them recover revenue, protect it, and access their funds when they need them. These enhancements give our customers more automation, protection, and flexibility around some of the most important financial workflows in their business.”
Continuing to Build Meevo Around Your Business
This past month represents another important step forward in our mission to help beauty, wellness, and med spa businesses operate more efficiently, deliver exceptional client experiences, and grow.
From introducing AI into clinical workflows to expanding marketing automation, inventory management, payments, and our new Online Booking experience, we’re continuing to invest in innovations that solve real business challenges while making Meevo easier and more powerful to use.
Just as importantly, many of these improvements are influenced by the feedback we receive from Meevo customers every day.
Keep sharing your ideas through our Ideas Portal and participating in the Meevo Facebook Community Forum. Your feedback helps us understand where we can make the biggest difference and plays an important role in shaping where Meevo goes next.
We’re excited about what we delivered this quarter, and even more excited about what’s ahead!
