Medi Spa Suite
Marketing guide

How to use Clinic Marketing

Copilot, channels, knowledge, posts, calendar, inbox, contacts, campaigns, dashboard, booking page, languages and currencies. 17 guides — type in the search box to filter.

Marketing guide

Getting started

Install Clinic Marketing

Where: Platform admin→Import project

Marketing reads the clinic's clients and bookings, so install Medi Spa Clinic first.

  1. Sign in as super admin and import the files of the zip in name order.
  2. Open /copilot with a Clinic Manager or Clinic Marketer account.

Talk to Copilot

Where: Copilot

Copilot is the home of Marketing. Ask in plain words — it reads posts, chats, contacts, campaigns and bookings.

  1. Type in the box at the bottom, or click a card.
  2. Try “Show scheduled posts”, “Marketing dashboard”, “Show hot leads”, “Show traffic details”.
  3. The right column always shows what needs attention and the alerts.
Copilot's home.
Copilot's home.

Connect your channels

Where: Channels

Facebook Pages, Instagram Business, Zalo Official Account and Telegram.

  1. Pick the platform, a display name and the page ID.
  2. Paste the access token; Detect fills IDs where it can.
  3. Save channel, then Test: each channel shows Connected or the error.

Good to know: Tokens stay on the server and are never shown again.

Four channels connected.
Four channels connected.

Teach Copilot

Where: Knowledge

Everything Copilot may use when it writes and replies: brand voice, services and prices, FAQ, policies.

  1. Add one Brand voice item.
  2. One item per service or price list; add opening hours, payment and cancellation.
  3. Untick Copilot may use this to pause an item.
Knowledge items by type.
Knowledge items by type.

Posts

Write a post for every channel

Where: Studio

From one idea Copilot writes a version per channel in your voice.

  1. Describe the post, choose the tone and a campaign code.
  2. Tick the channels and click Generate with AI.
  3. Edit any version, add an image, then publish, schedule or save a draft.
A new post.
A new post.

The content calendar

Where: Content

Everything written, scheduled and published on a month calendar, with drafts, partial and failed posts.

  1. Move between months; click a post to open it.
  2. Filter: active, draft, scheduled, published, partial, failed.
October on the calendar.
October on the calendar.

Autopilot

Where: Menu→Autopilot

Publishes approved posts on time and answers clients who are waiting.

  1. Turn on Autopilot at the bottom of the menu.
  2. Angry clients and unknown questions go to your team in the Inbox.

Clients

The unified inbox

Where: Inbox

Chats from all four channels; Copilot answers from your knowledge and hands the rest to the team.

  1. Tabs Waiting, Team, Leads, All.
  2. Open a chat: type a reply or AI suggest; Let AI reply now answers everyone waiting.
  3. Hand to team, Mark as lead and a team note.

Good to know: Facebook and Instagram only allow replies within 24 hours of the client's last message.

An Instagram chat answered by AI.
An Instagram chat answered by AI.

Contacts and lead scores

Where: Copilot→“Show hot leads”

Contacts from chats, forms, the booking page and the clinic, each with a score and a stage.

  1. Ask “Show hot leads” or open Clients.
  2. Each lead shows the next action; call or message from the answer.
Hot leads.
Hot leads.

Campaigns and journeys

Where: Campaigns→Automations

Campaigns to a segment with opens, clicks and bookings; journeys that send, wait, branch and notify the team.

  1. New campaign: name, segment, service or landing page, discount code; let Copilot write the email.
  2. Automations: start from a ready journey (welcome, after the visit, win-back, birthday) and turn it on.

Results

Marketing dashboard and traffic

Where: Copilot→“Marketing dashboard”

Visits, contacts and bookings over 30 days, the funnel and traffic sources; traffic by page and device.

  1. Ask “Marketing dashboard”.
  2. Ask “Show traffic details” for pages, people and devices.
The marketing dashboard.
The marketing dashboard.

The booking page

Where: Website→/book

A booking page that keeps the source of every visit, so each booking is credited to the post, link or ad that brought it.

  1. Share /book (with utm tags) in posts, bios and ads.
  2. Bookings appear in the clinic as usual and in Bookings with their source.
The booking page on a phone.
The booking page on a phone.

Languages & currency

Add a language and translate it with AI

Where: Copilot→🌐 button→Languages

The screens and the website can speak any language. The texts of every language live in the platform; AI translates what is missing and you check it before saving.

  1. Sign in as the platform's super admin (only he can save languages) and open Copilot. Click the round 🌐 button, or ask Copilot “languages”.
  2. Tab Languages → Add a language: name (Tiếng Việt), code (vi) and a flag. It starts with every English text.
  3. Tab Texts & AI translation: pick the language, then Translate missing with AI. AI fills only empty boxes, in small batches; Stop pauses it.
  4. Read the texts marked AI, correct what you like, then Save all texts.

Good to know: AI runs in three ways: your own key (Settings → AI, called from the server), else the platform's AI, else you type the texts yourself.

Good to know: Placeholders such as :n and {name} are kept exactly as they are.

Choose the main language

Where: 🌐 Languages→Main language

Visitors who have not picked a language see the main one — Vietnamese for a clinic in Vietnam, for example. It applies to every product on the website.

  1. Open the 🌐 panel, tab Languages.
  2. Under Main language pick the language and click Save.
  3. Visitors switch any time with the language menu in the header; their choice is kept for a year.

Good to know: Your own texts typed on the website screens are shown in the main language; other languages show their translation.

Page addresses per language

Where: 🌐 Languages→Page addresses

Each page can have its own address in each language — /booking in English, /dat-lich in Vietnamese.

  1. Tab Page addresses, pick the language.
  2. Suggest addresses with AI fills the empty ones; edit any of them.
  3. Only small letters a–z, digits and dashes; two pages may not share an address. Save addresses.

Show prices in several currencies

Where: 🌐 Languages→Currencies

Visitors see prices in the currency they choose. Every amount is stored in the base currency (rate 1); staff screens always show the base.

  1. Tab Currencies → Add a currency: code (EUR), sign (€) and the rate for 1 unit of the base.
  2. Choose the side of the sign and the space, check the example, save.
  3. The currency menu appears on the client pages as soon as there are two currencies.

Good to know: Changing a rate never changes a stored amount.

Write and improve content with AI

Where: 🌐 Languages→AI writer

Rewrite your knowledge cards and popups in the main language: write from scratch, improve or shorten, with a tone and an instruction.

  1. Tab AI writer, pick the list and the item.
  2. Optionally type what the AI should do and choose a tone.
  3. Write with AI, Improve with AI or Shorten on a field, read the result, then Save.

Good to know: The AI only uses facts already written there or in your instruction — never invented prices or medical claims.

The AI writer with a service open.
The AI writer with a service open.