The Check in

Check in to see how other Wellness Brands are winning and thriving. Check out with the insights you need to grow yours.

Get our Newsletter

“We don’t upsell”: Why that mindset is costing beauty and wellness businesses more than they think

Upselling clients might feel off-brand, but recommending services and products can be key to boosting revenue while helping clients thrive.

Upselling tips for wellness brands

Across the beauty and wellness industry, a familiar line comes up again and again from leaders: “We don’t upsell. Recommending isn’t our style.” 

On the surface, this makes sense. Owners and CEOs want to protect the trust they’ve built with clients, and no one wants to feel like they’re pushing unnecessary treatments. But there’s an important distinction here: recommending isn’t the same as upselling.  
 
In fact, failing to guide clients toward the next step in their treatment journey can actually hold them back from the results they’re looking for. Especially as data shows that 37% of salon and spa clients usually or always act on a recommendation. For medspas, this number is even more compelling, as nearly half of medspa regulars (48%) will always buy a recommended product.  

Clients consistently express that they want longevity and quality in their results. They often just need help connecting the dots between today’s service and the care that will help those results last.  

The missed opportunity in client care: The gap between “good” and great 

Many wellness brands that consider themselves “good” hover around 10–15% recommendation-to-purchase rates. On paper, that looks respectable. But consumer behavior suggests the opportunity is far greater. 

Trust between providers and clients is already high: more than eight in ten beauty and wellness customers say they have a strong level of trust in their service providers. That trust opens the door to recommendations, yet it often goes underutilized. In fact, an overwhelming 96% medspa regulars will buy a recommended product at least sometimes.  
 
In salons and spas, the trend is similar, with three-quarters (78%) of customers purchasing a recommended product at least occasionally

The expectation for personalization has also grown year over year. Almost all medspa clients (99%) say personalization during in-person visits is important, and this desire extends well beyond the treatment chair. Personalized marketing has become a deciding factor in loyalty: more than nine in ten medspa consumers report being more likely to rebook when they receive personalized offers. Even outside of direct offers, 74% of consumers say personalization in marketing communications is important

Taken together, these numbers highlight a striking gap. Clients are open, willing, and even eager to act on provider guidance — yet many businesses stop short of giving that guidance consistently.  
 
The bottom line: Brands aren’t losing revenue because clients don’t want more treatments or products. They’re losing it because teams aren’t confident in how — or when — to recommend.  

Top Tip:
Don’t let trust go untapped. Equip your team to make confident, timely recommendations at the moment of booking or checkout, when customers are most receptive.

With all-in-one software like Zenoti, staff can see timely scripts, prompts, and recommendations that help them confidently promote value-adds — without memorizing packages or sounding salesy.

Why teams struggle to recommend 

For many employees, the barrier isn’t unwillingness; it’s discomfort. They hold back for three main reasons: 

  1. Nervousness. They worry about saying the wrong thing or suggesting something unnecessary. 
  1. Knowledge gaps. Without full confidence in their expertise, they prefer to stay silent. 
  1. Forgetfulness. In a busy clinic environment, even the best-timed suggestion can slip through the cracks. 

When recommendation opportunities are limited to “in-store only” conversations at the front desk or in the treatment chair, these challenges are magnified. 

The result? Valuable moments are missed, clients miss out on better outcomes, and clinics see revenue plateau. 

Rethinking recommendation moments

The most effective beauty and wellness businesses don’t treat recommendations as a single selling moment. They spread them across the entire client journey — before, during, and after the visit. 

  • Before the visit. Appointment confirmations or reminders can suggest add-ons or products that enhance an upcoming service. For example, a reminder for a facial could highlight a booster designed to improve hydration. 
  • During the visit. Providers can weave suggestions naturally into the treatment, framing them as part of the client’s care plan rather than a sales pitch. 
  • After the visit. Follow-up messages timed to when results typically fade can gently guide clients back for maintenance treatments or product replenishment. 

These “between” moments, when clients are at home and reflecting on their visit, are often when a recommendation feels most thoughtful and welcome. 

Zenoti online booking features work very efficiently for our clients. More importantly, they allow us to seamlessly upsell products and services, reminding clients and encouraging them in a big way to book and buy more.
Ermanno Venere Owner, Venere Salon
AI receptionists for wellness brands

Practical ways to build recommendation confidence 

If your business’s recommendation rate sits below 10%, here are three strategies to help bridge the gap: 

1. Reframe the conversation. 

Encourage your team to think of recommendations as education, not upselling. Clients value guidance on how to protect their results. See it as part of the service, not an add-on. 

2. Train for confidence. 

Regular product knowledge refreshers and short role-play exercises can build comfort. Celebrating when recommendations convert into rebookings or sales reinforces that clients do appreciate the advice. 

3. Use automation as a safety net. 

Digital tools like email and SMS can deliver personalized offers automatically, reducing reliance on staff memory and ensuring clients never miss a relevant recommendation. 

From selling to guiding 

The wellness brands that thrive aren’t the ones avoiding recommendations. They’re the ones reframing them. 

Guidance given at the right time, in the right way, doesn’t feel like selling. It feels like care. And when care is the focus, both client outcomes and clinic performance improve. 

Moving beyond a 10% recommendation rate isn’t about pushing harder. It’s about building a culture of confident guidance — one that supports clients in getting the results they came for. 

Because in the end, great recommendations don’t just grow salon and spa revenue. They grow trust. 

Book your bi-weekly check-in for industry tips, trends, and insights to grow your brand

Written by

Mitch Tarbit, Sales Development Representative

Mitch specializes in helping clinics spot growth opportunities by connecting advanced tech to real ROI. He cuts through the noise to start sharp, value-driven conversations that lead to results.

Reviewed by

Cheryl Cole, Managing Editor

Cheryl uses her background in journalism to help brands bring their unique stories to life. Passionate about content strategy, she has extensive experience leading both print and digital publications. As managing editor of The Check-In, Cheryl is committed to providing wellness professionals with high-quality, tailored content designed to help grow their brands.

Your standing appointment for business growth — delivered straight to your inbox

Get the latest industry tips, trends, and insights to grow your brand.