At a Glance
Client activity shows how engaged each client is — recent visits, spend and time since last appointment — so a clinic can spot loyal clients and those slipping away. ClinicSoftware.com surfaces activity from live data, so recall and loyalty efforts target the right people.
What does client activity show?
It shows visit frequency, spend and how long since a client last came in, revealing who is active and who is lapsing. ClinicSoftware.com draws it from live records.
How does it help retention?
By flagging clients who have not returned, activity data lets you target recall and win-back before they drift away, protecting revenue.
Frequently Asked Questions
What does client activity show?
Visit frequency, spend and time since last visit. ClinicSoftware.com draws it from live records.
How does it help retention?
It flags lapsing clients so you can target recall before they drift away.
Can I find loyal clients?
Yes. Activity highlights frequent, high-spend clients to reward.
Is it live?
Yes. Activity is based on live client data.
How It Works in ClinicSoftware
01
Open client activity
02
Sort by recency, frequency or spend
03
Flag lapsing and loyal clients
04
Target recall and loyalty offers
El feed de Actividad de Clientes es un registro cronológico de cada interacción en su clínica: reservas realizadas y canceladas, correos enviados y recibidos, formularios de consentimiento firmados, pagos tomados, notas añadidas y archivos subidos. Filtre por cliente, rango de fechas, miembro del personal o tipo de acción para rastrear cualquier trayecto con precisión.
Cómo Funciona
01
Navigieren Sie zu Kunden → Aktivität in der Hauptseitenleiste
02
Use o painel de filtros para restringir por período, membro da equipe ou tipo de atividade
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Cliquez sur n'importe quelle entrée d'activité pour accéder directement à l'enregistrement complet auquel elle se rapporte
04
Exporter le journal d'activité filtré en CSV pour un reporting externe
Características Clave
Journal d'activité chronologique
Filtrer par type d'action
Filtrer par membre du personnel
Selector de Rango de Fechas
Clic vers l'enregistrement
Export CSV
Aggiornamenti in tempo reale
Visualização Específica do Cliente
Profi-Tipps
Consultez le fil d'activité chaque matin pour passer en revue tout ce qui s'est passé la veille
Use registros de atividade durante disputas com clientes para apresentar uma linha do tempo clara e irrefutável de eventos
Configure un correo electrónico de resumen de actividad diaria para que los gerentes se mantengan informados sin iniciar sesión