At a Glance
A customer profile is the single record of a client — details, history, notes, consent, photos and payments — that gives staff the full picture. ClinicSoftware.com builds the profile automatically as the client interacts with the clinic, so care is personal and informed.
What is a customer profile?
A customer profile is one record holding a client's details, history, notes, consent, photos and payments. It shows staff everything at a glance. ClinicSoftware.com keeps it complete and current.
Why does a complete profile matter?
When everything is in one place, any team member can pick up a client's care, personalise treatment and avoid asking them to repeat themselves, which improves safety and experience.
Frequently Asked Questions
What is a customer profile?
One record holding a client's details, history, notes, consent, photos and payments. ClinicSoftware.com keeps it complete and current.
Why does a complete profile matter?
Any team member can deliver personal, informed care without the client repeating themselves.
What does it include?
Contact details, appointment and treatment history, photos, consent, and payments.
Is it built automatically?
Yes. The profile updates as the client interacts with the clinic.
How It Works in ClinicSoftware
01
Create a profile for each client
02
Capture history, consent and photos
03
Log appointments and payments automatically
04
Use the profile to personalise care
Das Kundenprofil (Lead-Ansicht) erfasst alle Informationen über einen potenziellen Kunden vor der Konvertierung – deren Quelle, Behandlungsinteressen, Budget, Kommunikationsverlauf und Notizen aus Beratungen. Es schließt die Lücke zwischen einer rohen Anfrage und einem vollständigen Kundenprofil und stellt sicher, dass bei der Konvertierung keine Informationen verloren gehen.
Cómo Funciona
01
Crear un nuevo perfil de cliente en Leads → Nuevo Contacto
02
Record their personal details, treatment interests, and how they heard about you
03
Registrar toda comunicação de acompanhamento no perfil
04
Lorsqu'ils réservent, convertissez le profil en un dossier client complet en un clic
Características Clave
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Rastreamento da Fonte de Leads
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Enregistrement des Intérêts de Traitement
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Captura de Presupuesto
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Registro de Comunicação
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Notas de Consulta
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Adjuntar Documento
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Conversión a Cliente
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Suivi des étapes du pipeline
Profi-Tipps
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Record treatment interests in the customer profile so the first consultation is already personalised
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Notez le budget dans le profil pour que votre équipe recommande des plans de traitement appropriés
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Utilisez le journal de communication pour reprendre les conversations de manière fluide entre différents membres du personnel
