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ClientProfiles

Every client. Every detail. One complete 360° view.

play_circleГледайте урока

The 360° Client Profile

A complete walkthrough of the client profile — from appointment history to forms, balances, and notes.

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Feature Tour · 6 min
person360° Client Profile View
VIP 52 Visits £4.2k Spent 4.9★ Rating VIP Status Next: Hydrafacial · Wed 14 Feb · 10:30

The client profile is the heart of ClinicSoftware. In one place, see the complete appointment history, treatment records, invoices, communication logs, consent forms, uploaded files, medical notes, patch test results, and account balance. Always up to date, always accessible from any device.

Как работи
01
Search for a client by name, email address, or phone number
02
The profile dashboard loads instantly — all key information visible at a glance
03
Navigate between tabs: Appointments, Forms, Balance, Files, Notes, and Communications
04
All edits are saved in real time and logged with the staff member's name and timestamp
Ключови характеристики
account_circle Complete History View
account_circle Appointment Timeline
account_circle Financial Summary
account_circle Communication Log
account_circle Consent Form Library
account_circle Photo Gallery
account_circle Медицински бележки
account_circle Custom Tags
Професионални съвети
lightbulb Add custom tags to segment clients — for example, VIP, Lapsed, or Newsletter
lightbulb Use the communication log as evidence of client contact and consent for GDPR compliance
lightbulb Regularly review profiles flagged with medical history alerts before booking appointments