Customer Relationship Management (CRM) Tab in the software shows us the list of all the customers that are registered in your clinic or registered in any other clinic and have made appointments in your clinic.

In CRM you can search for any customer and below are the things you can do for them

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  • Book An Appointment for them.
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  • See their Wallet Amount.
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  • Click on the Treatment Forms button to have the customer sign any needed consent form for a treatment and save it on their file.
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  • Edit their Customer Profile.
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  • See their Booking History (Bookings, Invoices, Treatments, Wallet History)nSee Any Notes or Files attached for this customer by the staff or by the customer himself.
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  • Make him a Member.
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  • Send the customer an email.
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  • Set Wallet (For Admin Use).
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  • Set up a Notification/Alert for the customer to show up on the Dashboard on a specific date.
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  • Manage Credit Card (This options is only available when the customer is a member).
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  • CRM Customer Column also shows the Membership badge that includes the membership start date and the clinic information. See below for an example.
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    Adding a Customer to your CRM:

    Below are the ways a customer can be added to your Clinic CRM Account

  • If a Customer makes a Self-Appointment either through the website/app while selecting your Clinic Account as his/her location
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  • If a Customer makes a consultation Self-Appointment in your clinic from the Lead Landing page from social media paid ads. example: BookBloorSt.3Dlifestyle.ca
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  • By going to the CRM tab in the software and clicking the Add button on the Top right.
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  • By creating an appointment from the Appointments Tab and using the Create new Customer Button during the process.n
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  • By creating an invoice from the POS tab and using the Create New Customer Button during the process. n