At a Glance
The clients list is the searchable directory of everyone the clinic treats, with quick access to each client's profile, history and contact details. ClinicSoftware.com lets you search, filter and segment the list, so finding a client or building a marketing group takes seconds.
What is the clients list?
The clients list is a searchable directory of all your clients, each linked to their full profile. It is the fast way to find anyone. ClinicSoftware.com keeps it current as clients are added.
How do you find a client quickly?
You search by name, phone or email, or filter by criteria such as last visit or treatment, so you reach the right client in seconds rather than scrolling.
Can you build groups from the list?
Yes. Filtering the list — for example lapsed clients or those who had a particular treatment — creates a segment you can target with marketing.
Frequently Asked Questions
What is the clients list?
A searchable directory of all your clients, each linked to their full profile. ClinicSoftware.com keeps it current.
How do I find a client quickly?
Search by name, phone or email, or filter by last visit or treatment, to reach the client in seconds.
Can I build groups from the list?
Yes. Filtering the list creates a segment you can target with marketing.
Does it link to profiles?
Yes. Each entry opens the client's full profile and history.
How It Works in ClinicSoftware
02
Search or filter to find clients
03
Open a profile for full detail
04
Build a segment for marketing
The Clients List is your master database view. Search, sort, and filter thousands of client records by name, tag, last visit date, outstanding balance, or marketing opt-in status. Select multiple clients and apply bulk actions: send an email campaign, assign a tag, export a CSV, or archive records.
Как работи
01
Navigate to Clients → List in the main sidebar
02
Use the search bar for instant name, email, or phone lookup
03
Apply filters from the filter panel: last visit, tags, balance, opt-in status
04
Select individual or all visible clients and choose a bulk action to apply
Ключови характеристики
format_list_numbered
Full Database View
format_list_numbered
Advanced Search
format_list_numbered
Multi-Field Filters
format_list_numbered
Bulk Client Selection
format_list_numbered
Bulk Email Campaigns
format_list_numbered
CSV Export
format_list_numbered
Tag Assignment
format_list_numbered
Balance Filter
Професионални съвети
lightbulb
Export your complete client list quarterly and store it as a secure offline backup
lightbulb
Filter for clients with no visit in 90+ days to build a lapsed client re-engagement campaign
lightbulb
Tag your highest-value clients as VIP and build a dedicated communication schedule for them
