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Choosing Quote Type (Surgical vs Med Spa)
For practices offering both surgical and med spa services, you’ll choose the quote type when starting a new quote.
Starting a New Quote
- Click New Quote from the dashboard or sidebar
- If your practice type is “Both”, you’ll see a selection screen
- Choose:
- Surgical Quote – For surgical procedures
- Med Spa Quote – For non-surgical treatments
- The quote builder adapts to your selection
What Changes by Quote Type
| Feature | Surgical | Med Spa |
|---|---|---|
| Facility Fee | Yes | No |
| Anesthesia Fee | Yes | No |
| Implants | Yes | No |
| Unit-Based Pricing | No | Yes |
| Membership Tiers | No | Yes |
| Treatment Series | No | Yes |
| Time Calculations | Yes | No |
Changing Quote Type
Quote type cannot be changed after creation. If you selected the wrong type, create a new quote with the correct type.