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
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Search or filter to find clients
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Open a profile for full detail
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Build a segment for marketing
Die Kundenliste ist Ihre Hauptdatenbankansicht. Durchsuchen, sortieren und filtern Sie Tausende von Kundendatensätzen nach Name, Tag, letztem Besuchsdatum, ausstehendem Saldo oder Marketing-Opt-in-Status. Wählen Sie mehrere Kunden aus und führen Sie Massenaktionen durch: Senden Sie eine E-Mail-Kampagne, weisen Sie einen Tag zu, exportieren Sie eine CSV-Datei oder archivieren Sie Datensätze.
Cómo Funciona
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Navegar a Clientes → Lista en la barra lateral principal
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Nutzen Sie die Suchleiste für sofortige Namens-, E-Mail- oder Telefon-Suche
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Aplicar filtros desde el panel de filtros: última visita, etiquetas, saldo, estado de suscripción
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Wählen Sie einzelne oder alle sichtbaren Kunden aus und wenden Sie eine Massenaktion an
Características Clave
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Vista completa del database
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Búsqueda Avanzada
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Filtros de Múltiples Campos
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Selección Masiva de Clientes
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Campañas de Correo Masivo
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Export CSV
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Tag-Zuweisung
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Filtro de Saldo
Profi-Tipps
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Esporta la tua lista clienti completa trimestralmente e conservala come backup offline sicuro
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Filtra i clienti senza visite da oltre 90 giorni per creare una campagna di riattivazione clienti inattivi
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Markieren Sie Ihre wertvollsten Kunden als VIP und erstellen Sie einen speziellen Kommunikationsplan für sie
