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227 articles · 12 topics

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What’s new / release notes

AI Copilot Features

Overview This guide explains AI Copilot Features in the AI Copilot & new features area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for…

New

Video online consultation

Overview This guide explains Video online consultation in the Online booking, shop & apps area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for…

New

Post-visit feedback

Overview This guide explains Post-visit feedback in the Marketing, leads & automations area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff…

Browse topics

Getting started & setup

Installing and logging in, essential training, migrating your data and finding your way around.

31 articles

Calendar & appointments

Booking services, courses and patch tests; rescheduling, cancelling, busy time, resources and the waiting list.

25 articles

Clients & records

Client profiles, consent forms, medical history, clinic notes, files, loyalty points and rejuvenation procedures.

31 articles

Courses, sessions & memberships

Session and minutes-based courses, instalments, patch tests, memberships, power plates and tanning.

15 articles

Sales, POS & payments

The till, barcode scanner, receipts, refunds, invoices, quotes, discounts and direct debit.

10 articles

Products & stock

Products and categories, stock levels, stock takes and requests, storage rooms and consumables.

13 articles

Marketing, leads & automations

Leads, marketing automations, email and SMS campaigns, promotions, coupons, referrals and reviews.

33 articles

Online booking, shop & apps

Online booking, mobile navigation, the online shop, video consultations and the iOS and Android apps.

15 articles

Team, rotas & tasks

Staff rota and clocking in, shifts and permissions, commissions, tasks, notes and internal messaging.

20 articles

Reports & insights

Sales and KPI reports, purchase history, daily targets, sundries, till float and lead statistics.

9 articles

Integrations & connections

Stripe, PayPal, GoCardless, Braintree, 2Checkout, Xero, Mailchimp and Treatwell.

18 articles

AI Copilot & new features

Explore AI Copilot, calling agents, transcripts and the newest ClinicSoftware tools.

7 articles

Browse by intent

Getting started & setup31 articles

Calendar & appointments25 articles

Clients & records31 articles

Courses, sessions & memberships15 articles

Courses / sessions3 min Courses / sessions1 min Courses and sessions19 min Courses details3 min Installments2 min Memberships1 min Memberships Admin User Guide10 min Memberships User Guide9 min Patch test3 min Patch tests2 min Power plates3 min Power plates courses2 min Tanning courses2 min Tanning prices2 min Track sessions3 min Courses, sessions & memberships →

Sales, POS & payments10 articles

Direct debit1 min Discount settings1 min How to sell and redeem gift vouchers1 min Invoice settings1 min No sale (open cash drawer)1 min Payment Links, Invoices & Quotes3 min POS section9 min Quotes5 min Refund mode5 min Scanner1 min Sales, POS & payments →

Products & stock13 articles

Appointment consumables5 min Appointment product prescriptions1 min Consumables – stock3 min Consumables system5 min Consumables treatmentes5 min Product categories1 min Products6 min Products3 min Si units (unit type)1 min Stock3 min Stock take3 min Stock take requests1 min Storage rooms2 min Products & stock →

Marketing, leads & automations33 articles

(two) way email communication2 min (two) way SMS text communication2 min 2 (two) way communication1 min Business Brand Identity1 min Client feedback / reviews2 min Clients1 min Communication Channel: How to activate it and convert leads easier2 min Converting a lead2 min Coupon codes3 min Creating a marketing automation11 min Creating email template2 min Creating marketing campaign3 min Creating SMS template2 min How to create a marketing list and send a maketing newsletter2 min How to Send a Newsletter Campaign3 min How to Send a SMS Marketing Campaign3 min Leads1 min Leads introduction14 min Leads status / stage1 min Marketing - email and SMS text1 min Marketing Automation1 min Marketing automations1 min Marketing automations trees explained8 min Marketing Email Templates2 min Marketing funnel: How to create a marketing funnel3 min Marketing sources1 min Marking a lead as junk1 min Post-visit feedback3 min Promotions/coupons5 min Secrets to grow in 28 minutes! starting today! how to grow your business using these top 28 secrets3 min Sending SMS texts2 min SMS text3 min Updating the lead details1 min Marketing, leads & automations →

Online booking, shop & apps15 articles

ClinicSoftware Mobile Applications3 min How to Connect Online Booking and Leads To your Website3 min iOS and android apps2 min iOS and android apps1 min Mobile view navigation2 min Online booking - staff admin area7 min Online booking staff1 min Online shop2 min Online shop1 min Online shop admin area2 min Staff admin area4 min The Online Booking2 min Video online consultation4 min Video online consultation1 min Website Builder: How to create new pages and use the website builder3 min Online booking, shop & apps →

Team, rotas & tasks20 articles

Reports & insights9 articles

Client drinks history2 min Dashboards3 min History4 min Location daily targets1 min Location sundries2 min Location till float2 min Medical history2 min Reporting1 min Statistics1 min Reports & insights →

Integrations & connections18 articles

AI Copilot & new features7 articles

AI Calling Agents2 min AI Copilot Features6 min AI CS agents4 min Audio Notes Transcript1 min Automation 2.02 min Fr-Test11 min What is NEW!3 min AI Copilot & new features →

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