ClinicSoftware.com

Getting started & setup

Admin area

2 min readLast updated 24 July 2026Article #556

In short

This guide explains Admin area in the Getting started & setup area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.

On this page

Overview

This guide explains Admin area in the Getting started & setup area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.

How it works

:: ADMIN AREA INTRODUCTION::

01. ACCESS CONTROL LISTS

03. CLIENT CATEGORIES

04. CLIENT CATEGORY NOTIFICATIONS

05. CLIENT FEEDBACK / REVIEWS

06. CONSUMABLES SYSTEM

06.1. CONSUMABLES TREATMENTES

06.2. CONSUMABLES – STOCK

07. COURSES AND SESSIONS

08. COURSES COMMISSIONS

09. DISCOUNT SETTINGS

10. FILE MANAGER

12. HISTORY

13. INVOICE SETTINGS

14. QUOTES

15. NO SALE (OPEN CASH DRAWER)

16. ONLINE BOOKING STAFF

17. PATCH TESTS

18. PATCH TEST COMMISSIONS

19. POWER PLATES COURSES

20. PRODUCT CATEGORIES

21. PRODUCTS

22. PROMOTIONS

23. QUICK ACCESS MENU

24. REFUND MODE

25. REPORTS

26. REPORTS SETTINGS

27. RESOURCES

28. RESOURCE CATEGORIES

29. SI UNITS (UNIT TYPE)

30. SALON DAILY TARGETS

31. SALON SUNDRIES

32. SALON TILL FLOAT

33. SERVICES

34. SERVICES CATEGORIES

35. SERVICES COMMISSIONS

36. SPENDING PRIVATE

37. SPENDING SALON

38. STAFF COMMISSIONS

39. STAFF CONTACT DETAILS

40. STOCK

41. STOCK TAKE

42. STOCK TAKE REQUESTS

43. STORAGE ROOMS

44. TANNING PRICES

45. CUSTOM FIELDS

46. SOURCES

47. LEADS STATUS / STAGE

48. CONSENT FORMS

Benefits for your clinic

  • Save time: Reduces set-up friction so new staff can learn Admin area quickly and follow a consistent process from day one.
  • Win clients and leads: A clear foundation helps your team capture enquiries correctly and avoid losing potential clients during onboarding.
  • Generate revenue: Faster, more reliable day-to-day operation protects appointment capacity and reduces costly mistakes that delay billing.