From this page, you can track the activity of your client.
To access this page press the “Activity” button from the client profile top section.
From this page, you can filter the timeline, send an email to your client, send an SMS to your clients or add a clinic note.
1.To filter the timeline press the "Filter timeline" button.
2.To send an email to your clients press the "Send Email" button.
3.To send an SMS to your clients press the "Send SMS" button.
4. To add a clinic note press the "Clinic Note" button.
5. To add an online meeting note press the "Add Online Meeting Note" button.
activity
you will be able to see
all activities.
from day one
in the clinic
you can see exactly how much
by whom appointments
were booked
all very nice and easy in
chronological order
date and time
for each individual
appointment status
clearance memo
all under one
nice organized
Schedule activity
of course
you can use
search box at the top
to filter
activity we are looking for
for example, if you want to
double check
for booked appointments only
just select a booked
appointment and
then tap the
filter timeline
then you will be able
to see them all
appointments that have
been booked with
nice status
of the appointment
in a nice logical order
if we scroll up and if
we want to see
click on the notes
then i can filter
and then you will be able to see
all nodes to clean
which was added by the staff
members
and everything related to that customer
purchase history and purchase
dating history and know
treatments they had if
we go and clear
the selection
if you want to see the reminders
in and
you can just check if you
have sent received
email
send received SMS and
filter the
chronology
in this example you
can see all
communication as
you can see
which is sent to the customer
automatically by the system or
by one of the
one of our employees
who uses
software
you may ask
if the customer has submitted an application
of course you can easily
filter and view
if the customer has
responded to yours
email or to your SMS
text you can filter
receive sms received
email filter
chronology
if you scroll down
you will be able to
to see the response received
from the client
if you want to see ours
entry and exit
all activity notes
simply
just check
all filters and you will be able to
view the activity
last
activity
you will be able to see it first in
list in a nice logical order
at the same time you
can filter by date
or you can filter
and search by
who provided
treatment
related to the activity
you have amazing
emails
and templates for
sms texts and cleaning
note templates
that you can use
in your business and
not only with the help
of automation and
automating these activities,
but you can easily
communicate with your customers.
very nice and professional
you can ask
your templates and
then you can
they have
easy
to use templates with
one click
distance
for perfect communication with your
customers as you can see
here I can go and
performing hifu treatment
aftercare
we have many professional
substitutes
which will automatically extract
customer name date and time
a list of the dates
they had, and
all the details
to send the customer
the correct one
data at the right time
hi customer name will be
sorted automatically
the customer name from the database
you have an appointment on a date and
time, it will automatically
start of meeting
data time
this is an example of a high for
before and after treatment
advice
which can be sent
by the system
and call it with
automation
a tree that will talk about
him at a later stage
stage
at any time you want
to send this to
customer just select the template
and press a button
sending
system will send for you
email to the client and you have
all in one timeline with
everyone
operation in two-way
communication mode
via SMS text and email
you can choose
the treatment
you are invited
to use placeholders.
you may choose the
permanent forms which
client must sign
prior to visit
the treatment
and you will get real time
notification
after signing this document,
so will
to save time at the
front desk and send
online from the comfort of your home.
they can even verify
the signature of
the form
with a unique code
sent to their sms
text
if you use
substitutes for the meetings that
you can select an appointment
from the list
and this will automatically start
date and time of the meeting and
anything related to this meeting.
including this email
The same functions are
applicable for sms
tests
nowadays the most effective
communication with your customers
are through
sms text why
you will wonder why
the opening speed of the
SMS text is
nearly 99 percent
when
in this industry
email open rates
are close
to
18
in the best case
in this case if you are going
to use SMS text
marketing as
you can see
reminders
your promotions everything related
to them.
automatically it will
to fill in the field,
you can even specify
for what treatment
and you can send
that of your client
not only that the system has
option to automatically
send sms
text reminders or 24
hours after
before the meeting
automatic tracking via
SMS text
and email
to restart the treatment before
and after it
care tips
but you can send
at any time.
SMS text
with the specific question
related to the client
activity
and you can improve communication
you have the opportunity to create
limited number of email templates
which you can choose and
use for your own
communication with your client
and with you
can improve this as
you can see a lot
we have a database of
available records.
SMS Template Library and
Email templates that
you can freely
using
the same applies to the
SMS text you have
patterns that can be
used for any
type of treatment