First Session at Branch A, Next at Branch B: Cross-Branch Follow-Ups for Aesthetic Clinics

When a patient does the first session at Branch A and the next one at Branch B, three things must move with them: the planned date of the next session, the sessions left on their course, and who earns commission for each part. If all three sit in one shared record, Branch B can treat them as a returning patient, not a new one. MyBMS Pro plans the next session from the treatment’s standard interval, lets the course be redeemed at any branch, and routes commission between branches automatically.

Why patients move between branches

Once a clinic has two or more branches, patients start choosing the branch that suits them on the day. One patient buys a course near home and comes back near the office. Another switches because the time they want is free at the other branch.

This is good for the patient and good for the clinic. The risk is on the admin side: the follow-up was planned at one branch, and now it happens at another.

What clinic chains should worry about most is a customer who changes branch while her records stay behind at the old one. I advise putting the treatment record and the next follow-up in one system first, so every branch can see them.

William Tang, Founder, MyBMS Pro

What goes wrong when the follow-up moves

When each branch keeps its own records, a branch switch usually breaks in one of four places:

• The next date is lost. Branch A planned the follow-up, but Branch B never sees it, so the reminder is late or never sent.
• Branch B cannot see the course. Staff do not know how many sessions are left, or whether the patient still has an outstanding balance.
• Commission becomes a debate. The consultant at Branch A sold the course; the doctor or therapist at Branch B performed the session. Both expect to be paid for their part.
• Month-end settlement is manual. Branch A collected the money, Branch B delivered the service, and someone has to reconcile it by hand.

Each of these costs the clinic money: a missed follow-up delays the result the patient paid for, an unclear balance turns into a dispute, and a commission argument takes up the manager’s time.

How to keep the follow-up interval when the patient changes branch

The follow-up interval belongs to the treatment, not to the branch. Set it once and let every branch use it.

1. Set one standard interval per treatment. Agree it with your doctors and use the same rule at every branch.
2. Plan the next session before the patient leaves. Use the treatment’s standard interval, and ask which branch they prefer for the next visit.
3. Book it at the branch they choose. The front desk at Branch A, or HQ, can place the booking at Branch B.
4. Send the reminder before the date. The patient is reminded about a session that is already planned, whichever branch it is at.

For the full follow-up routine inside one clinic, read aesthetic clinic follow-up scheduling.

One course record that works at every branch

Branch B should see the same course record that Branch A created: sessions left, redemption history and outstanding balance. When a session is redeemed at Branch B, the record is updated for every branch at once.

This is what stops “I still have three sessions left” from turning into an argument. The front desk can see when, and at which branch, each session was used.

Who earns commission for a cross-branch follow-up

A cross-branch follow-up usually has two people to pay:

• Sales commission goes to the consultant who sold the course at Branch A, calculated on the payment actually collected.
• Hands-on commission goes to the doctor or therapist who performed the session at Branch B, triggered when the session is redeemed.

Agree this rule before it happens, not after. For how aesthetic clinics split commission between doctors, therapists and consultants, read aesthetic clinic commission. For month-end reconciliation, see the cross-branch settlement report.

A front-desk checklist for cross-branch follow-ups

• Before the patient leaves, confirm the next date and the branch.
• At Branch B, open the course record before the session starts and confirm the sessions left with the patient.
• Redeem the session at the time of the treatment, not at the end of the day.
• At month end, check the cross-branch settlement report instead of rebuilding it by hand.

How MyBMS Pro handles cross-branch follow-ups

• Automatic interval scheduling. MyBMS Pro plans the next session from each treatment’s standard interval and sends appointment reminders automatically through WhatsApp.
• Course and package tracking. Remaining sessions, redemption history and outstanding balance, with single-session redemption at the same branch or at another branch.
• Cross-branch redemption. Buy at Branch A, treat at Branch B: sales and hands-on commission are routed automatically, and a cross-branch settlement report is generated.
• Central booking. HQ can arrange appointments for each branch.

MyBMS Pro is a web-based system used in the browser; there is no mobile app to download. For a wider view of what a multi-branch clinic needs, read software for a multi-branch aesthetic clinic, or see MyBMS Pro for aesthetic clinics.

FAQ

Can a patient do the first session at one branch and the next at another?

Yes. In MyBMS Pro, a course bought at one branch can be redeemed session by session at another branch, and the sessions left are updated in the same record.

Who plans the next session when the patient switches branch?

The branch where the current session ends. The next session is planned from the treatment’s standard interval and can be booked at the branch the patient prefers. HQ can also arrange appointments for each branch.

Which branch earns commission for a cross-branch session?

The consultant who sold the course earns sales commission, based on the payment collected. The doctor or therapist who performs the session earns hands-on commission when the session is redeemed. MyBMS Pro routes both between branches automatically.

How do the two branches settle the money at month end?

MyBMS Pro generates a cross-branch settlement report for courses sold at one branch and redeemed at another, so the branches do not have to rebuild it by hand.

Does a cross-branch follow-up need a different interval?

No. The interval belongs to the treatment, so it stays the same whichever branch the patient visits.

Make the next branch feel like the same clinic

Bring one real course and your commission rules. Book a free demo and we will show you how MyBMS Pro handles a follow-up that starts at Branch A and continues at Branch B.