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Marketing, leads & automations

Marketing Automation

1 min readLast updated 24 July 2026Article #568

In short

This guide explains Marketing Automation in the Marketing, leads & automations 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 Marketing Automation in the Marketing, leads & automations 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

Use the steps in ClinicSoftware to complete Marketing Automation. Follow the on-screen fields carefully and save your changes when finished.

Benefits for your clinic

  • Save time: Automates repetitive communication around Marketing Automation, so staff can focus on clients in clinic instead of manual follow-up.
  • Win clients and leads: Keeps prospects and past clients engaged with timely messages, improving conversion from enquiry to booked appointment.
  • Generate revenue: Consistent nurture, rebooking and promotional activity helps fill the diary and increase repeat and package sales.
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