To Add your clients:

There are 3 ways to add clients to your Better Clinics account

  1. Go here

  2. Or go to Clients in the banner

  3. Click "Add Clients" in the top right hand corner

  4. Add your client details & Save. 

Or

  1. Click. the "+Quick Add" button in the top left hand corner of Better Clinics from any screen.

  2. Select Client

  3. Add your client details & Save.

Or

  1. Import your clients. Go to the Import Clients screen here or go to Clients > Import Clients. Learn more about Importing Clients

You can have all of your client details stored under each client record, you can even have quick access to your client sales, invoices, appointments, notes and SMS/emailing functions.

Client Status - Active or Archived
Your client list tabs are categorised into Active, Archived or All (both Active and Archived).

On the right-hand side, Better Clinics automatically categorises your clients based on their sales history. E.g. If you haven't made a sale to a client in more than 6months, a Client Tag will be added "6mth". Simply click this link to view and message all clients that you've not seen for 6mths.


Tip:
Customise your client database and the fields you have to store client details using Better Clinics Custom Fields. Learn more about Client Fields > 

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