Messaging

Overview

This guide explains Messaging in the Team, rotas & tasks 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

The importance of two-way communication: Two-way communication, by definition, is the interchange of information and ideas from sender to receiver and vice versa. Sounds simple, yet many companies still fail to establish effective two-way internal communication and don’t realise the damage it’s causing.

Consistent, two-way communication encourages employees to take ownership and understand their ideas are valued – and detailed mobile analytics mean you can measure and improve engagement, and introduce effective two-way communication.

Effective two-way communication is required to solve problems better. It helps everyone understand the business better and creates better relations throughout the company by ensuring everyone is engages with the latest business updates, objectives, and progress.

Two way emails

To send an email to a client open the client profile and then select the "Send email" button.

Select an Email template And select the "Send email" button.

Send and received emails

To filter the send and received emaila select the "Filter Timeline" (1) button.

Select the "Clear selection"(2) button to untick all the options.

Tick only the "

Sent email

" (3) option and the "

Received email

"(4) option.

Two way sms

SMS has been shown, time and again, to be the single most powerful way of maintaining, strengthening and re-establishing customer relationships aside from in-Clinic contact.

To send an SMS to a client open the client profile and then select the "Send SMS" button.

Select an SMS template and select the appointment and then select the "Send SMS" button.

Send and received sms

To filter the send and received SMS select the "Filter Timeline" (1) button.

Select the "Clear selection"(2) button to untick all the options.

Tick only the "

Sent sms

" (3) option and the "

Received sms

"(4) option.

Benefits for your clinic

• Save time: Coordinates staff availability, permissions and internal tasks so managers spend less time chasing updates and resolving clashes.
• Win clients and leads: A well-organised team responds to client needs faster, which improves first impressions and conversion at the front desk.
• Generate revenue: Clear rotas and accountability protect service capacity and reduce cancelled or delayed appointments caused by staffing gaps.