At a Glance
Quotes let a clinic give clients a clear, itemised price for treatments or courses before they commit, then convert an accepted quote straight into a booking or sale. ClinicSoftware.com creates and tracks quotes, so pricing is professional and no opportunity is forgotten.
What are treatment quotes?
A quote is an itemised, written price for the treatments or course a client is considering. It helps them decide with clarity. ClinicSoftware.com creates quotes and tracks whether they convert.
Why do quotes help conversion?
A clear quote removes uncertainty about cost, which is often what stalls a decision. Tracking outstanding quotes also prompts follow-up, so warm leads are not lost.
Can a quote become a booking?
Yes. Once a client accepts, ClinicSoftware.com turns the quote into a booking or sale, so nothing is re-keyed and the agreed price carries through.
Frequently Asked Questions
What are treatment quotes?
Itemised written prices for treatments or courses a client is considering. ClinicSoftware.com creates and tracks them.
Why do quotes help conversion?
A clear quote removes cost uncertainty, and tracking outstanding quotes prompts follow-up so warm leads are not lost.
Can a quote become a booking?
Yes. Once accepted, ClinicSoftware.com turns the quote into a booking or sale with the agreed price.
Are quotes tracked?
Yes. You can see which quotes are outstanding and which converted.
How It Works in ClinicSoftware
01
Build an itemised quote for the client
02
Send it for them to consider
03
Follow up on outstanding quotes
04
Convert an accepted quote to a booking
Create and send itemised treatment quotes directly from a client profile. Quotes include service descriptions, pricing, validity period, and a direct booking link. When a client accepts, the quote converts to a booking automatically — no double-entry, no friction.
Как работи
01
Open a client profile and click Create Quote
02
Add services, products, and any discounts to the quote line items
03
Set an expiry date and add a personal message to the client
04
Send by email — the client accepts online and it converts to a confirmed booking
Ключови характеристики
format_quote
Itemised Quote Builder
format_quote
Service & Product Lines
format_quote
Discount Application
format_quote
Expiry Date Setting
format_quote
Online Acceptance
format_quote
Auto-Convert to Booking
format_quote
PDF Quote
format_quote
Quote Status Tracking
Професионални съвети
lightbulb
Set quote expiry dates at 14 days to create gentle urgency without pressure
lightbulb
Include a clear call-to-action message in every quote to prompt the client to act
lightbulb
Track quote acceptance rates in reports to identify which services convert best
