At a Glance
Quotes let a clinic give clients a clear, itemised price for treatments or courses before they commit, then convert an accepted quote straight into a booking or sale. ClinicSoftware.com creates and tracks quotes, so pricing is professional and no opportunity is forgotten.
What are treatment quotes?
A quote is an itemised, written price for the treatments or course a client is considering. It helps them decide with clarity. ClinicSoftware.com creates quotes and tracks whether they convert.
Why do quotes help conversion?
A clear quote removes uncertainty about cost, which is often what stalls a decision. Tracking outstanding quotes also prompts follow-up, so warm leads are not lost.
Can a quote become a booking?
Yes. Once a client accepts, ClinicSoftware.com turns the quote into a booking or sale, so nothing is re-keyed and the agreed price carries through.
Frequently Asked Questions
What are treatment quotes?
Itemised written prices for treatments or courses a client is considering. ClinicSoftware.com creates and tracks them.
Why do quotes help conversion?
A clear quote removes cost uncertainty, and tracking outstanding quotes prompts follow-up so warm leads are not lost.
Can a quote become a booking?
Yes. Once accepted, ClinicSoftware.com turns the quote into a booking or sale with the agreed price.
Are quotes tracked?
Yes. You can see which quotes are outstanding and which converted.
How It Works in ClinicSoftware
01
Build an itemised quote for the client
02
Send it for them to consider
03
Follow up on outstanding quotes
04
Convert an accepted quote to a booking
Cree y envíe presupuestos detallados de tratamientos directamente desde un perfil de cliente. Los presupuestos incluyen descripciones de servicios, precios, período de validez y un enlace directo de reserva. Cuando un cliente acepta, el presupuesto se convierte automáticamente en una reserva, sin doble entrada ni fricción.
Cómo Funciona
01
Apri un profilo cliente e clicca su Crea Preventivo
02
Aggiungi servizi, prodotti e eventuali sconti alle voci del preventivo
03
Legen Sie ein Ablaufdatum fest und fügen Sie eine persönliche Nachricht an den Kunden hinzu
04
Per E-Mail senden – der Kunde akzeptiert online und es wird zu einer bestätigten Buchung
Características Clave
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Constructor de Presupuestos Detallados
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Dienstleistungs- und Produktlinien
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Applicazione Sconto
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Impostazione data di scadenza
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Accettazione Online
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Conversión Automática a Reserva
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Preventivo PDF
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Acompanhamento do Status da Cotação
Profi-Tipps
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Setzen Sie Angebotsablaufdaten auf 14 Tage, um sanfte Dringlichkeit ohne Druck zu erzeugen
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Incluir un mensaje claro de llamada a la acción en cada presupuesto para impulsar al cliente a actuar
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Traccia i tassi di accettazione delle quotazioni nei report per identificare quali servizi convertono meglio
