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1. ESSENTIAL TRAINING / INTRODUCTION (2)
- 01. INSTALLING CLINICSOFTWARE.COM AND LOGGING IN
- 02. ESSENTIAL TRAINING ( FULL WEBINAR - HOW TO USE CLINICSOFTWARE.COM)
2. GETTING STARTED (8)
- 02. MIGRATING DATA TO CLINICSOFTWARE.COM
- 03. CONNECTING MAILCHIMP ACCOUNT TO CLINICSOFTWARE.COM
- 04. CONNECTING GOCARDLESS TO CLINICSOFTWARE.COM
- 05. CONNECTING TREATWELL TO CLINICSOFTWARE.COM
- 06. CONNECTING STRIPE TO CLINICSOFTWARE.COM
- 07. CONNECTING XERO TO CLINICSOFTWARE.COM
- 08. CONNECTING 2CHECKOUT TO CLINICSOFTWARE.COM
- 09. CONNECTING PAYPAL TO CLINICSOFTWARE.COM
3. MAIN INTERFACE (14)
- 01. QUICK ACCESS MENU
- 02. POS SECTION
- 03. MESSAGING
- 04. NOTES
- 05. SMS TEXT
- 06. STAFF ROTA
- 07. PROMOTIONS
- 08. PATCH TESTS
- 09. BACK BUTTON
- 10. SERVICES
- 11. PRODUCTS
- 12. SCANNER
- 13. CLIENTS
- 14. CLIENT CONSENT FORMS
4. DAY BOOK (19)
- 01. DAY BOOK
- 02. BOOKING A SERVICES TYPE APPOINTMENT
- 03. BOOKING A COURSES TYPE APPOINTMENT
- 04. BOOKING A PATCH TEST TYPE APPOINTMENT
- 05. APPOINTMENT DRINKS
- 06. APPOINTMENT RESOURCES
- 07. ADDING BUSY TIME ENTRIES
- 08. EDITING OR REMOVING BUSY TIME ENTRIES
- 09. APPOINTMENT DETAILS WINDOW
- 10. APPOINTMENT IMAGES
- 11. APPOINTMENT TREATMENT PROTOCOL
- 12. APPOINTMENT PRODUCT PRESCRIPTIONS
- 13. APPOINTMENT CONSUMABLES
- 14. APPOINTMENT SEND MESSAGE WINDOW
- 15. MODIFYING THE APPOINTMENT TREATMENTS LIST
- 16. RESCHEDULING THE APPOINTMENT
- 17. RESIZING THE APPOINTMENT
- 18. CANCELLING THE APPOINTMENT
- 19. WAITING LIST
9.2 MARKETING AUTOMATIONS (6)
- 01. MARKETING AUTOMATIONS TREES EXPLAINED
- 02. CREATING A MARKETING AUTOMATION
- 03. CREATING EMAIL TEMPLATE
- 04. CREATING SMS TEMPLATE
- 05. CREATING CLIENT LIST
- 06. CREATING MARKETING CAMPAIGN
9.2.1 CLIENTS (17)
- ACTIVITY
- BRAINTREE
- CLIENT APPOINTMENTS
- CLIENT BALANCE
- CLIENT DRINKS HISTORY
- CLIENT PROFILE
- CLINIC NOTES
- DELETING A CLIENT ACCOUNT (CLIENT PROFILE)
- DIAGNOSIS
- DIRECT DEBIT
- EDIT PROFILE
- FILES
- LOYALTY POINTS
- MEDICAL HISTORY
- MERGE CLIENTS
- RECOMMENDED PRODUCTS
- WORKFLOW FORM
9.3 ADMIN AREA (51)
- :: ADMIN AREA INTRODUCTION ::
- 01. ACCESS CONTROL LISTS
- 02. APPOINTMENT TYPE
- 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
- 11. DISCOUNT CODES
- 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. RESOURCES 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