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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)
View all 2 items

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
View all 8 items

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
View all 14 items

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
View all 19 items

5. COURSES / SESSIONS (10)

  • :: COURSES / SESSIONS ::
  • 01. COURSES DETAILS
  • 02. TRACK SESSIONS
  • 03. TRACK MINUTES
  • 04. INSTALLMENTS
  • 05. POWER PLATES
  • 06. TANNING COURSES
  • 07. CUSTOMER PROFILE
  • 08. TREATMENT RECORD AND BODY COMPOSITION
  • 09. ADD PHOTO
View all 10 items

6. REJUVENATION (6)

  • 01. CLIENT REJUVENATION PROCEDURES
  • 02. ADDING A NEW REJUVENATION PROCEDURE
  • 03. MODIFYING AN EXISTING REJUVENATION PROCEDURE
  • 04. EXPORTING REJVUVENATION PROCEDURES
  • 05. COMPARING REJUVENATION PROCEDURES
  • 06. REJUVENATION PATIENTS LIST
View all 6 items

7. CONSENT FORMS (1)

  • 01. CLIENT CONSENT FORMS
View all 1 items

8. LEADS (6)

  • 1. LEADS INTRODUCTION
  • 2. UPDATING THE LEAD DETAILS
  • 3. CONVERTING A LEAD
  • 4. MARKING A LEAD AS JUNK
  • 5. STATISTICS
  • 6. REPORTING
View all 6 items

9. ONLINE BOOKING - STAFF ADMIN AREA (7)

  • 01. STAFF ADMIN AREA
  • 02. MOBILE VIEW NAVIGATION
  • 03. CLIENTS LIST PAGE
  • 04. BOOKING AN APPOINTMENT
  • 05. APPOINTMENTS / SHIFTS PAGE
  • COUPON CODES
  • REFERRALS
View all 7 items

9.1 TASKS (3)

  • 01. TASKS
  • 02. CREATING A TASK
  • 03. COMPLETING, DELETING OR EDITING TASKS
View all 3 items

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
View all 6 items

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
View all 17 items

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
View all 51 items

9.4. 2 (TWO) WAY COMMUNICATION (2)

  • 2 (TWO) WAY EMAIL COMMUNICATION
  • 2 (TWO) WAY SMS TEXT COMMUNICATION
View all 2 items

9.5 ONLINE SHOP (3)

  • ONLINE SHOP
  • ONLINE SHOP ADMIN AREA
  • REFERRALS
View all 3 items

9.6 MARKETING - EMAIL AND SMS TEXT (2)

  • SENDING EMAILS
  • SENDING SMS TEXTS
View all 2 items

9.7 IOS AND ANDROID APPS (1)

  • IOS AND ANDROID APPS
View all 1 items

9.8 VIDEO ONLINE CONSULTATION (1)

  • VIDEO ONLINE CONSULTATION
View all 1 items

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