Product Documentation
TruCore Platform (CRM Layer)
The operating system for the beauty business.
Overview
➡️ For Providers: Your business back-office - POWERED by TruCore™
• Get discovered by clients actively searching for your expertise
• Offer 24/7 online booking and manage your business seamlessly
• Run your operations with tools for scheduling, clients, and payments
• Showcase verified outcomes that speak for your skill
• Access integrated marketing, analytics, and growth tools through TruCore™
Because TruSelf™ isn’t just where clients find you - it’s where professionals build what comes next. Powered by TruCore™, the system built for the people who power beauty.
TruSelf captures the attention. TruCore converts it into revenue.
1️⃣ Dashboard Overview
Purpose: Give providers a single control center for managing their clients, team, and performance in real time.
Section | Function | Description |
|---|---|---|
Overview Panel | KPIs & daily snapshot | Bookings, revenue, and lead summaries. |
Tasks & Automations | Workflow tracking | Auto-reminders, staff tasks, and AI suggestions. |
Pipeline View | Sales funnel management | Visualizes client journey: lead → consult → treatment → follow-up. |
Community Leads Widget | TruSelf data integration | Imports qualified patient leads based on TruSelf activity (e.g., saved boards, follows). |
Performance Analytics | Reporting layer | Tracks engagement, ROI, and retention. |
Goal: Replace 4–5 disconnected tools with one intuitive dashboard built for aesthetics.
2️⃣ Features by Module
A. CRM & Client Management
Full lead + client record system with communication history.
Tags and segmentation (by treatment type, spend, frequency).
HIPAA-compliant storage and encryption.
TruSelf integration - automatically imports community leads.
Key Features:
One-click lead import from TruSelf profiles.
Smart filters for treatment type and repeat clients.
Automated task creation after consultations.
Customizable client forms and consent storage.
B. Bookings & Scheduling
Calendar management for single or multi-staff operations.
Integrated text/email reminders.
Syncs with Google Calendar and iCal.
Online booking widget for provider websites.
AI Scheduling (TruCore Smart Calendar):
Predicts optimal times based on provider performance.
Recommends scheduling based on historical demand data.
Upcoming Feature: Auto-fill booking forms for TruSelf users (reduces friction by 40%).
C. Marketing & Communications
Built-in campaign manager for SMS, email, and social automations.
TruSelf retargeting - send campaigns to users who saved your clinic.
Custom templates for promotions, seasonal campaigns, and follow-ups.
Tool | Function | Example |
|---|---|---|
Campaign Builder | Create segmented campaigns | “Rebook for 15% off” SMS |
Automation Flows | Trigger messages based on actions | Follow-up 3 days after consult |
Review Requests | Gather ratings post-appointment | Boosts profile trust on TruSelf |
D. Analytics & Insights
Revenue tracking, conversion rates, and ROI by channel.
Visual charts for bookings, cancellations, and recurring clients.
AI Insights layer (coming Q3 2026): predictive recommendations for pricing and scheduling.
Metric | Description | Use |
|---|---|---|
Lead Source Analytics | Tracks where clients came from (TruSelf, Instagram, Google). | Identify ROI by channel. |
Treatment Profitability | Shows average revenue per treatment. | Optimize service mix. |
Staff Utilization | Measures performance by provider. | Adjust scheduling and bonuses. |
Retention Rate | Repeat client tracking. | Benchmark loyalty and churn. |
E. AI Tools (TruAI)
TruAI is the intelligence layer built into TruCore.
Feature | Function | Benefit |
|---|---|---|
Predictive Insights | Recommends next best action for each lead. | Improves conversions and retention. |
Smart Follow-Ups | Automates messages based on client behavior. | Saves time, increases engagement. |
Revenue Forecasting | Predicts monthly ARR & client trends. | Enables better planning. |
Provider Scoring | Benchmarks staff against peers. | Gamifies performance and growth. |
Future Add-On (2026):
TruGPT Assistant - AI co-pilot that answers provider questions (“Show my top 10 performing treatments this month”).
3️⃣ Product Demo
Demo Environment (Access):
URL: TruCore Waitlist
User: TruCore Demo
Included in Demo:
Dashboard with mock data (clients, revenue, bookings).
TruSelf lead integration preview.
CRM and scheduling workflow sample.
AI Insight mock recommendations.
TruCore is the infrastructure layer that beauty businesses have been missing.
It’s simple, data-driven, and built from the ground up to run on truth, not guesswork.