At a Glance
Purchase history lists everything a client has bought — treatments, retail, courses and memberships — with dates and amounts, on their record. ClinicSoftware.com builds this history automatically, so staff can see a client's spend and preferences and tailor recommendations.
What is purchase history?
Purchase history is the record of every treatment, product, course and membership a client has bought, with dates and prices. It shows their value and preferences. ClinicSoftware.com compiles it automatically.
How does purchase history help?
Knowing what a client has bought lets staff recommend the right next treatment, spot when a course is due to repeat, and recognise your best clients.
Does it help with retention?
Yes. Purchase history shows buying patterns, so you can prompt a client to rebook or top up at the right time, keeping them engaged.
Frequently Asked Questions
What is purchase history?
A record of every treatment, product, course and membership a client has bought, with dates and prices. ClinicSoftware.com compiles it automatically.
How does it help?
Staff can recommend the right next treatment, spot repeat needs, and recognise best clients.
Does it help retention?
Yes. Buying patterns let you prompt rebooking or top-ups at the right time.
Is it automatic?
Yes. Purchase history builds automatically as clients buy.
How It Works in ClinicSoftware
01
Open the client's record
02
View their full purchase history
03
Spot patterns and preferences
04
Recommend the right next step
La vue Historique des achats affiche une liste chronologique de chaque transaction effectuée par un client — services, cours, produits, abonnements, cartes-cadeaux et acomptes. Filtrez par période ou catégorie, consultez la valeur de chaque transaction et identifiez les habitudes d'achat pour personnaliser les recommandations futures.
Cómo Funciona
01
Apri qualsiasi profilo cliente e vai alla scheda Cronologia Acquisti
02
Tüm işlemleri kronolojik sırayla tutar ve ödeme yöntemleriyle görüntüle
03
Filtrar por categoría: Servicios, Productos, Cursos o Membresías
04
Exportar el historial como PDF o CSV para el cliente o para fines contables
Características Clave
history
Cronología completa de transacciones
history
Filtro per Categoria
history
Seleção de Intervalo de Datas
history
Visualizzazione Metodo di Pagamento
history
Histórico de Reembolsos
history
Estratto Conto PDF
history
Export CSV
history
Analyse des dépenses
Profi-Tipps
lightbulb
Revise o histórico de compras antes de cada consulta para entender a jornada de tratamento do cliente
lightbulb
Identifiez les clients à dépenses élevées mais à faible fréquence de visite — ils sont des candidats idéaux pour la vente incitative
lightbulb
Harcama alışkanlıklarını kullanarak kişiselleştirilmiş ürün ve hizmet önerileri oluşturun
