Team, rotas & tasks
Start Tasks
In short
This guide explains Start Tasks 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 Start Tasks 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
Start Task Function:
This new feature, available on the Task page, allows you to seamlessly manage tasks. After adding a task and assigning it to a client, selecting the Start Task Button will redirect you directly to the client’s account.
If you select the Start Tasks button, it will redirect you to that client account.
From there, you can easily complete the task since you are already within the client’s account. Once finished, simply select Complete to finalize the task, or you have the option to Reschedule it or Skip to another task.
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.