Getting started & setup
Required Fields
In short
This guide explains Required Fields 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 Required Fields 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
Managing Required Fields
In the Admin Area > Required Fields, you can define which fields must be completed when adding a new client to the system.
Simply select the fields you want to make mandatory and select Save Changes To apply your preferences.
Benefits for your clinic
- Save time: Reduces set-up friction so new staff can learn Required Fields 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.