Name: ClinicSoftware.com
Brand: ClinicSoftware
Rating: 5 (4 reviews)

Support Topics - Video Tutorials

The basics of using ClinicSoftware.com for business: Activity & Calendar
• 7:31 mins

Using the software with a pc, tablet and smart phone as a part of the regular work-flow can eliminate downtime and save a lot of time when you manage all on the go.

Get started: Full training Webinar
• 03:29 hours

Preparing the Business for Growth with automation of repetitive tasks like online bookings, marketing campaigns, reminders, texts, emails, payments appointments, instalments, APIs, etc.

Start using Marketing Automation
• 07:08 mins

For successful business flow, the company must gather vital information on existing and potential client as well. We help solve this problem by saving all valuable customer data in the cloud when you have all in one place.

Knowledge Base - Resolve all of your questions in no time

6. REJUVENATION (6)
01. CLIENT REJUVENATION PROCEDURES
02. ADDING A NEW REJUVENATION PROCEDURE
03. MODIFYING AN EXISTING REJUVENATION PROCEDURE
04. EXPORTING REJVUVENATION PROCEDURES
05. COMPARING REJUVENATION PROCEDURES
06. REJUVENATION PATIENTS LIST
7. CONSENT FORMS (1)
01. CLIENT CONSENT FORMS
8. LEADS (6)
1. LEADS INTRODUCTION
3. CONVERTING A LEAD
4. MARKING A LEAD AS JUNK
5. STATISTICS
6. REPORTING
9. ONLINE BOOKING - STAFF ADMIN AREA (7)
01. STAFF ADMIN AREA
02. MOBILE VIEW NAVIGATION
03. CLIENTS LIST PAGE
04. BOOKING AN APPOINTMENT FROM A MOBILE DEVICE
05. APPOINTMENTS / SHIFTS PAGE
06. COUPON CODES
07. REFERRALS
9.1.1 TASKS (3)
01. TASKS
02. CREATING A TASK
03. COMPLETING, DELETING OR EDITING TASKS
9.2 MARKETING AUTOMATIONS (6)
01. MARKETING AUTOMATIONS TREES EXPLAINED
02. CREATING A MARKETING AUTOMATION
03. CREATING EMAIL TEMPLATE
04. CREATING SMS TEMPLATE
05. CREATING CLIENT LIST
06. CREATING MARKETING CAMPAIGN
9.2.1 CLIENTS (17)
ACTIVITY
BRAINTREE
CLIENT APPOINTMENTS
CLIENT BALANCE
CLIENT DRINKS HISTORY
CLIENT PROFILE
CLINIC NOTES
DELETING A CLIENT ACCOUNT (CLIENT PROFILE)
DIAGNOSIS
DIRECT DEBIT
EDIT PROFILE
FILES
LOYALTY POINTS
MEDICAL HISTORY
MERGE CLIENTS
RECOMMENDED PRODUCTS
WORKFLOW FORM
9.3 ADMIN AREA (49)
:: ADMIN AREA INTRODUCTION ::
01. ACCESS CONTROL LISTS
03. CLIENT CATEGORIES
04. CLIENT CATEGORY NOTIFICATIONS
05. CLIENT FEEDBACK / REVIEWS
06. CONSUMABLES SYSTEM
06.1. CONSUMABLES TREATMENTES
06.2. CONSUMABLES – STOCK

07. COURSES AND SESSIONS
08. COURSES COMMISSIONS
09. DISCOUNT SETTINGS
10. FILE MANAGER
12. HISTORY
13. INVOICE SETTINGS
14. QUOTES
15. NO SALE (OPEN CASH DRAWER)
16. ONLINE BOOKING STAFF
17. PATCH TESTS
18. PATCH TEST COMMISSIONS
19. POWER PLATES COURSES
20. PRODUCT CATEGORIES
21. PRODUCTS
22. PROMOTIONS
23. QUICK ACCESS MENU
24. REFUND MODE
25. REPORTS
26. REPORTS SETTINGS
27. RESOURCES
28. RESOURCE CATEGORIES
29. SI UNITS (UNIT TYPE)
30. LOCATION DAILY TARGETS
31. LOCATION SUNDRIES
32. LOCATION TILL FLOAT
33. SERVICES
34. SERVICES CATEGORIES
35. SERVICES COMMISSIONS
36. SPENDING PRIVATE
37. SPENDING SALON
38. STAFF COMMISSIONS
39. STAFF CONTACT DETAILS
40. STOCK
41. STOCK TAKE
42. STOCK TAKE REQUESTS
43. STORAGE ROOMS
44. TANNING PRICES
45. CUSTOM FIELDS
46. MARKETING SOURCES
47. LEADS STATUS / STAGE
48. CONSENT FORMS
49. CONSENT FORMS TEMPLATES
9.4. 2 (TWO) WAY COMMUNICATION (2)
2 (TWO) WAY EMAIL COMMUNICATION
2 (TWO) WAY SMS TEXT COMMUNICATION
9.5 ONLINE SHOP (3)
07. REFERRALS
ONLINE SHOP
ONLINE SHOP ADMIN AREA
9.6 MARKETING - EMAIL AND SMS TEXT
SENDING EMAILS
SENDING SMS TEXTS
9.7 IOS AND ANDROID APPS (1)
IOS AND ANDROID APPS
9.8 VIDEO ONLINE CONSULTATION (1)
VIDEO ONLINE CONSULTATION
10.MEMBERSHIP
10.1 MEMBERSHIP ADMIN USER GUIDE
10.2 MEMBERSHIP USER GUIDE

Still have Questions?

Open a ticket with our support department.

Works amazing for any Appointment-Based Business

Integrations

Connect With Industry Leading Apps To Level Up Your CRM Software. ClinicSoftware.com integrates with lots of apps you already use (and some new) to make running your business easier and save even more time.

Helpdesk & Training

We understand a customer clinic software system is a big step for a business to take and that’s why we are providing comprehensive training. There is a level of understanding we feel every client should target, and it’s our job to lead you quickly there.

Security & Data Protection

ClinicSoftware.com takes your privacy and data security very seriously. Registered with Data Protection Act, PCS DSS and GDPR compliant. Secure connections and Two-Factor authentication. Daily backups.

Knowledge Base: Get expert help using Clinic Software, any time you need it. Learn the skills to build your business like never before.