The client profile is the heart of ClinicSoftware. In one place, see the complete appointment history, treatment records, invoices, communication logs, consent forms, uploaded files, medical notes, patch test results, and account balance. Always up to date, always accessible from any device.
How It Works
01
Search for a client by name, email address, or phone number
02
The profile dashboard loads instantly — all key information visible at a glance
03
Navigate between tabs: Appointments, Forms, Balance, Files, Notes, and Communications
04
All edits are saved in real time and logged with the staff member's name and timestamp
Key Features
Complete History View
Appointment Timeline
Financial Summary
Communication Log
Consent Form Library
Photo Gallery
Medical Notes
Custom Tags
Pro Tips
Add custom tags to segment clients — for example, VIP, Lapsed, or Newsletter
Use the communication log as evidence of client contact and consent for GDPR compliance
Regularly review profiles flagged with medical history alerts before booking appointments