At a Glance
A client account gives a client their own secure access to book, view appointments and manage their details online. ClinicSoftware.com provides client accounts, so clients self-serve around the clock while their activity stays linked to the clinic's records.
What is a client account?
A client account is the client's own login to book, view and manage their appointments and details. It lets them self-serve. ClinicSoftware.com keeps it linked to their clinic record.
Why offer client accounts?
Client accounts let people book and manage appointments themselves at any time, reducing calls to the desk while keeping everything tied to the clinic's system.
Frequently Asked Questions
What is a client account?
The client's own secure login to book, view and manage appointments and details. ClinicSoftware.com links it to their clinic record.
Why offer client accounts?
Clients self-serve at any time, reducing desk calls while staying tied to the clinic's system.
Can clients book from their account?
Yes. They can book and manage appointments themselves.
Is it secure?
Yes. Each client accesses only their own account.
How It Works in ClinicSoftware
01
Client registers or is given an account
02
They log in to book and manage
03
Activity links to the clinic record
04
The desk handles fewer routine calls
Das Kundenkonto ist die zentrale Informationsquelle für jede Person in Ihrer Datenbank. Kontaktdetails, Terminhistorie, finanzieller Saldo, Einwilligungserklärungen, Behandlungsaufzeichnungen, Kommunikationsverlauf und Präferenzen – alles in Sekunden von jedem Gerät aus einsehbar und verwaltbar.
Cómo Funciona
01
Cerca un cliente per nome, telefono o email
02
Das Konten-Dashboard startet mit einer vollständigen Übersichtsansicht
03
Navegar entre pestañas: Resumen, Citas, Saldo, Formularios, Archivos, Notas
04
Beliebigen Abschnitt inline bearbeiten — Änderungen werden sofort gespeichert und synchronisiert
Características Clave
Tableau de Bord de Compte Unifié
Chronologie Complète des Rendez-vous
Résumé du Solde Financier
Log Riwayat Komunikasi
Arsip Formulir Persetujuan
Galerie de Fichiers et Photos
Accès au Dossier de Traitement
Benutzerdefinierte Notizen & Tags
Profi-Tipps
Fijar notas importantes en la parte superior de una cuenta de cliente para que todo el personal las vea primero
Utilisez l'onglet communication pour revoir tous les contacts avant une conversation difficile
Archivia invece di eliminare vecchi account clienti per preservare i dati storici