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CASE STUDY 14 · MEDICAL SPA · FRANCHISE PORTAL

Uptown Med Spa Franchise Ordering Portal

LOCATION
Franchise network
DURATION
2026
CAMPAIGN
Invite-only ordering and supply portal connecting franchise locations with Uptown Corporate.
Uptown Med Spa Franchise Ordering Portal logo
THE CLIENT

Uptown Med Spa is a multi-location medical spa franchise.

THE CHALLENGE

Uptown Med Spa is a multi-location medical spa franchise, and its locations order products from corporate. The goal was one structured way to do that. Every order had to be reviewed and approved by corporate before it was processed. Payments by e-transfer needed a clear confirmation step that both sides could track. Each franchise location also had to see only its own orders and order only for itself. The project was to turn those business rules into an invite-only ordering and supply portal that franchise teams and Uptown Corporate could both work from.

THE INDUSTRY

In a franchise network, ordering is part of protecting the brand. Corporate decides which products, suppliers and prices are approved, and locations need to follow those rules without slowing down. Franchise staff are busy running clinics, so an internal tool only gets used if it is quicker and clearer than a phone call or an email. For a portal like this, adoption matters more than promotion: simple screens, sensible permissions and an order record that both sides can check.

The problem

  • Franchise locations needed one structured way to order products from corporate
  • Every order had to be reviewed and approved by corporate before processing
  • Payments by e-transfer needed a clear, trackable confirmation step
  • Each location should only see and order for itself

What we built

  • Curated product catalog with brand, supplier, minimum order quantities and pricing rules enforced automatically
  • Five-step order flow: browse, submit, corporate review, payment, fulfillment tracking
  • E-transfer workflow with optional proof upload and manual corporate confirmation
  • Secure message threads between each franchise and corporate
  • Franchise owners invite and manage their own team; location-scoped permissions
  • Corporate admin: order approvals, catalog, locations, users, network reporting and audit logs

The platform today

5Order stages, submission to fulfillment
2Access paths: franchise and corporate
  • Nothing ships without corporate approval
  • Full order and payment history per location
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HOW WE WORK

How we approached it.

OUR PROCESS →
  1. 01

    Discover

    We audit your website, search presence, ads and competitors to find what is and isn’t working.

  2. 02

    Plan

    A clear strategy: which channels, what budget, and the targets we will report against.

  3. 03

    Create & launch

    Design, build, content and campaigns produced in-house by one connected team.

  4. 04

    Measure & grow

    Ongoing reporting and optimization, so spend moves to what brings in customers.

COMMON ISSUES IN THIS INDUSTRY

Challenges we see
in Software & portals

Explore the industry →
  1. 01

    Work runs on email, spreadsheets and paper

    HOW WE FIX ITOne secure portal for records, requests and documents.
  2. 02

    People see data they shouldn’t

    HOW WE FIX ITRole-based access so each user sees only their own records.
  3. 03

    Approvals and orders get lost

    HOW WE FIX ITStructured workflows with status tracking and notifications.
  4. 04

    No audit trail

    HOW WE FIX ITLogs of key actions for compliance and accountability.
FAQ

Questions about
this project.

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