Clients & records
Loyalty points
In short
This guide explains Loyalty points 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 Loyalty points 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 allocate points based on how much your client is spending.
Your client can exchange the points for credit or vouchers in his account.
To convert the points in credit select the "Convert Points" button from the loyalty points page.
You can see the points history if you select the "Points history" Button from the loyalty points page.
You can see the reward history if you select the "Rewards History" button from the loyalty points page.
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.