Client drinks history

Overview

This guide explains Client drinks history in the Reports & insights 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 each drink that the client had, on what date and appointment.

To access this page select the “Drinks History” button from the client profile page.

To display the Drinks History from a certain date select the “View Drinks History from” (1) field and select the date.

The “Remove date” option will reset the listing to show all the entries.

To open the appointment from which the drink was added, select the “Open in Day Book”(2) button from the right side of the drink entry.

The history of drinks if you leave with free drinks in reception you can keep track of how many drinks They had and the next time they will be pursued a long break you can surprise with your favorite drink it can be tea, coffee or why not and a glass of champagne forms and letters history forms and letters history will help you to trace the entire history of paperless codes and the first that was signed from this customer in a nice logical order, of course. can sign new new permanent form plus you can add the forms to the queue list so that the reception can print them

Benefits for your clinic

• Save time: Turns operational data into clear reports so owners and managers can review performance without building spreadsheets by hand.
• Win clients and leads: Insight into enquiry and conversion trends helps the team focus follow-up effort where it will win more clients.
• Generate revenue: Better visibility of sales, utilisation and product performance supports faster commercial decisions that protect and grow income.