Team, rotas & tasks
Spending private
In short
This guide explains Spending private 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.
On this page
Overview
This guide explains Spending private 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
From this page you can track the private spending of the staff.
To view the spending for a different date, select the “View by date” field and choose the date.
To view the spending for a different location, select the location from the “Salon” drop box.
To add a new entry, select the “Add New” button.
Select the staff, fill in the name and amount fields and then select the “Submit” button.
The “Notes” field is optional.
To remove an entry, select the “Delete” button of the entry from the entries list page.
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.