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GoHighLevel CRM & Automation

Luna Glow MedSpa Consultation & Booking System

Concept Portfolio Project

This concept project demonstrates an end-to-end GoHighLevel system for a fictional MedSpa. It combines a responsive consultation funnel, appointment scheduling, structured CRM data, opportunity management, and automation in one connected customer journey.

Concept portfolio project built in a live GoHighLevel subaccount using a fictional MedSpa brand.

Luna Glow MedSpa desktop landing page titled 'Feel Confident in Your Skin' with benefits list and Book My Free Consultation CTA.
View Customer Journey ← Back to Portfolio

The Problem

Turning MedSpa interest into organized consultations

MedSpa prospects may enter through a promotional funnel or book a consultation directly. Without a connected system, staff may need to transfer information manually, update pipeline stages, and check whether an opportunity already exists. This increases the risk of duplicate records, inconsistent qualification data, and missed follow-up.

The Solution

One connected GoHighLevel system

I built a three-step consultation funnel connected to a 30-minute booking calendar, custom contact and opportunity fields, an eight-stage consultation pipeline, and a two-branch workflow. The system checks whether an open opportunity already exists before deciding whether to update it or create a new one.

  • Three-step MedSpa consultation funnel
  • Mobile-responsive landing page
  • Embedded appointment calendar
  • Contact preference fields
  • Treatment qualification fields
  • MedSpa consultation pipeline
  • Two-branch opportunity workflow
  • Workflow execution testing

Customer Journey

From first click to a confirmed consultation.

GoHighLevel funnel builder showing three connected steps: Glow Consultation, Book Your Consultation, and Consultation Confirmed.

Three connected funnel steps guide prospects from the initial offer through scheduling and confirmation.

Luna Glow MedSpa landing page with 'Feel Confident in Your Skin' headline and Book My Free Consultation button.
01

Desktop Landing Page

A branded landing page presents the complimentary consultation offer with clear benefits and a focused call to action.

Luna Glow MedSpa Choose a Time for Your Consultation calendar page with date selection and time slots.
02

Consultation Booking Page

An embedded GoHighLevel calendar lets prospects select an available 30-minute consultation slot.

Consultation confirmation page reading 'Your Glow Journey Starts Here' with Return to Home button.
03

Booking Confirmation Page

The final step confirms the consultation and directs the prospect to check their email for appointment details.

Qualification & CRM Data

Structured data for better follow-up.

The system records the prospect's preferred contact method and appointment time at the contact level. Treatment interest, consultation type, and estimated budget are stored on the opportunity, keeping sales-specific information attached to the correct consultation.

GoHighLevel opportunity edit panel for Luna Glow Test showing MedSpa Opportunity Information: Treatment Interest, Estimated Treatment Budget, and Consultation Type.

Opportunity fields retain treatment interest, estimated budget, and consultation type for qualification.

Automation Logic

One workflow for two booking paths.

When a consultation is confirmed, the workflow searches for the contact's latest open MedSpa opportunity. If one is found, it moves that opportunity to Consultation Booked. If none exists, it creates a new opportunity for the direct booking.

  1. 1

    Appointment Confirmed

    Trigger fires when a consultation booking is confirmed.

  2. 2

    Find Latest Open MedSpa Opportunity

    Search the contact for an existing open opportunity.

  3. 3

    If Found → Consultation Booked

    Move the existing opportunity forward.

  4. 4

    If Not Found → Create Opportunity

    Create a new opportunity for the direct booking.

This logic allows the same workflow to handle funnel submissions and direct calendar bookings while reducing duplicate opportunities.

GoHighLevel workflow 'MedSpa Booking – Update Pipeline Stage' showing Appointment Status trigger, Find Latest Open MedSpa Opportunity, and two branches: Move Existing Opportunity to Consultation Booked, and Create Opportunity for Direct MedSpa Booking.

Verified Result

Tested from submission to pipeline update.

CRM Pipeline Result

MedSpa Consultation Pipeline showing the Luna Glow Test opportunity in the Consultation Booked column.

After booking, the test opportunity automatically moved into the Consultation Booked stage.

Successful Execution Log

Workflow execution log for MedSpa Booking – Update Pipeline Stage showing Add to workflow, Find opportunity, Move Existing Opportunity, and End Of Workflow steps completing successfully for Luna Glow Test.

The execution log verifies that the workflow found the opportunity, updated it, and completed successfully.

  • Consultation information created a CRM contact.
  • Qualification fields were retained.
  • The calendar recorded the appointment.
  • The workflow found the existing opportunity.
  • The opportunity moved to Consultation Booked.
  • The execution completed successfully.

Responsive Design

Designed for desktop and mobile.

Mobile view of the Luna Glow MedSpa landing page with the 'Feel Confident in Your Skin' headline, benefits list, Book My Free Consultation CTA, and hero image stacked in a single column.

The mobile layout preserves the offer, benefits, CTA, and visual hierarchy in a clean single-column design.

Skills Demonstrated

  • GoHighLevel
  • CRM Management
  • Funnels
  • Calendars
  • Custom Fields
  • Opportunity Pipelines
  • Workflow Automation
  • Lead Qualification
  • Responsive Design
  • Quality Assurance

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