How to Build Skincare Recommendations Into the Patient Journey
Short answer: Build skincare into the patient journey at four points: before the visit (note current products and goals), during the visit (clinician recommends based on treatment), at checkout (staff confirm the recommendation and provide written guidance) and after the visit (a follow-up on use and results). A simple handoff and tracker keep it consistent.
Key takeaways
- Capture current routine before the visit.
- The clinician makes the recommendation during the visit.
- Checkout confirms the recommendation in writing.
- Follow up after the visit on how it's going.
Why integrate skincare into the journey?
Retail recommendations that happen randomly depend on who is working that day. Building them into each stage of the visit makes the advice consistent and connected to treatment outcomes.
It also reduces the awkwardness of a separate sales conversation.
What happens at each stage?
- Before: intake asks about current products and goals
- During: clinician records recommended products in the chart
- Checkout: staff explain use, provide written guidance and offer the products
- After: a follow-up message checks on use and answers questions
- Tracker: recommended, purchased, follow-up done
How does the homecare handoff workflow help?
The handoff workflow sets out what happens before, during and after the visit, plus a checklist and a tracker.
Resource 062 is organized into these sections:
- Before the visit
- During the visit
- At checkout
- After the visit
- Handoff checklist
- Tracker
Download Resource 062: Homecare handoff workflow →
Frequently asked questions
Do we need special software?
No. A field in the chart or booking system and a simple tracker are enough.
How soon should we follow up?
Within two to four weeks, depending on the product and treatment.
What if the patient bought products elsewhere?
Respect that. Make sure their clinician knows what they are using.
What should you do next?
Download the free homecare handoff workflow and complete it with your team this week.
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Related reading
- How to Recommend Homecare Without Making Patients Feel Sold To (Resource 061)
- Why Your Skincare Shelf Isn’t Selling, and What to Check (Resource 063)
- What Every Aesthetic Treatment Page Should Include (Resource 072)
About Aesthetic Intelligence. Aesthetic Intelligence helps aesthetic clinic owners and managers in Canada and the United States find missed revenue and turn it into practical action through strategy, operations systems, front-desk workflows and training. Founded by Chantel Allen, a former clinic COO with more than seven years of operations, AI and business-systems experience in Canadian medical aesthetics and longevity clinics.
Examples in this article are hypothetical. This is general operational guidance, not legal, financial, tax or medical advice. Clinical decisions belong with qualified clinicians, and advertising, privacy and consent requirements vary by province and state.