Client categories

Overview

This guide explains Client categories 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 manage the client categories used for automatic notifications and services discounts.

To add a new client category, select the “Add Client Category” button from the bottom of the page.

Fill in the name, services discount and notes (optional) and then select the “Add Client Category” button.

The client category can be assigned to a client by going to the client profile page (clients / view client / edit) and selecting the category from the “Loyalty category” drop box.

To edit or delete an existing category, from the client categories list page, select the “Edit” button of the category.

To delete the category, select the “Delete” button.

To edit the category, make the necessary changes and then select the “Save changes” button.

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.