Creating client list/add new client

Overview

This guide explains creating client list/add new client in the Clients & records area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.

How it works

1) to add a new client follow instructions below:

1a.Go to Contacts from main page.

1b.Press on the add new button from right corner of the page.

1c. Add the details of the client on each page and press Add Client.

2)to create a client's list, select the blue button labelled "Marketing":

From there select "Marketing Lists":

You will be taken to this page where you can see all the existing Marketing Lists:

To add a new marketing list, select the green button labelled "Add new":

Once you have pressed that button you should be taken to this page where you can enter your name of the Marketing List:

Once you have named your list, press "Add New List".

You will be taken back to the page where you can see your existing client's list as well as the new one which you have created. Press on the grey button labelled "Clients":

You will be taken to this page:

Press on the button labelled "Add Clients":

You will be taken to this page where you can add your clients to the list. You can scroll through the list or you can also use the search bar at the top to search for clients:

Once you have selected the clients by ticking the check box next to their name, select the green button labelled "Add Selection" to add your client's to the list. Your clients have now been added to the list.

Benefits for your clinic

• Save time: Keeps client information, notes and clinical history in one place, reducing time spent searching across paper files or disconnected tools.
• Win clients and leads: Complete, accurate profiles support better follow-up conversations and help turn first visits into ongoing relationships.
• Generate revenue: Better record-keeping supports treatment planning, rebooking and retail recommendations that increase lifetime client value.