Clients & records
Client balance
In short
This guide explains Client balance 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.
On this page
Overview
This guide explains Client balance 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
From this page, you can view the client account balance history (when the client has deposited or withdrawn funds from his/her account and the balance before and after the operation).
To access this page select the “Balance” button from the client profile top section.
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.