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.

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Get started with the basics: Leads & Deals
• 05:08 mins

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

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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.

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Knowledge Base - Resolve all of your questions in no time

1. ESSENTIAL TRAINING / INTRODUCTION (2)
01. INSTALLING CLINICSOFTWARE.COM AND LOGGING IN
02. ESSENTIAL TRAINING
2. GETTING STARTED (8)
02. MIGRATING DATA TO CLINICSOFTWARE.COM
03. CONNECTING MAILCHIMP ACCOUNT TO CLINICSOFTWARE.COM
04. CONNECTING GOCARDLESS TO CLINICSOFTWARE.COM
05. CONNECTING TREATWELL TO CLINICSOFTWARE.COM
06. CONNECTING STRIPE TO CLINICSOFTWARE.COM
07. CONNECTING XERO TO CLINICSOFTWARE.COM
08. CONNECTING 2CHECKOUT TO CLINICSOFTWARE.COM
09. CONNECTING PAYPAL TO CLINICSOFTWARE.COM
3. MAIN INTERFACE (14)
01. QUICK ACCESS MENU
02. POS SECTION
03. MESSAGING
04. NOTES
05. SMS TEXT
06. STAFF ROTA
07. PROMOTIONS
08. PATCH TESTS
09. BACK BUTTON
10. SERVICES
11. PRODUCTS
12. SCANNER
13. CONTACTS
14. CLIENT CONSENT FORMS
4. DAY BOOK (19)
01. DAY BOOK
02. BOOKING A SERVICES TYPE APPOINTMENT
03. BOOKING A COURSES TYPE APPOINTMENT
04. BOOKING A PATCH TEST TYPE APPOINTMENT
05. APPOINTMENT DRINKS
06. APPOINTMENT RESOURCES
07. ADDING BUSY TIME ENTRIES
08. EDITING OR REMOVING BUSY TIME ENTRIES
09. APPOINTMENT DETAILS WINDOW
11. APPOINTMENT TREATMENT PROTOCOL
12. APPOINTMENT PRODUCT PRESCRIPTIONS
13. APPOINTMENT CONSUMABLES
14. APPOINTMENT SEND MESSAGE WINDOW
15. MODIFYING THE APPOINTMENT TREATMENTS LIST
16. RESCHEDULING THE APPOINTMENT
17. RESIZING THE APPOINTMENT
18. CANCELLING THE APPOINTMENT
19. WAITING LIST
5. COURSES / SESSIONS (10)
:: COURSES / SESSIONS ::
01. COURSES DETAILS
02. TRACK SESSIONS
03. TRACK MINUTES
04. INSTALLMENTS
05. POWER PLATES
06. TANNING COURSES
07. CUSTOMER PROFILE
08. TREATMENT RECORD AND BODY COMPOSITION
09. ADD PHOTO