At a Glance
A customer profile is the single record of a client — details, history, notes, consent, photos and payments — that gives staff the full picture. ClinicSoftware.com builds the profile automatically as the client interacts with the clinic, so care is personal and informed.
What is a customer profile?
A customer profile is one record holding a client's details, history, notes, consent, photos and payments. It shows staff everything at a glance. ClinicSoftware.com keeps it complete and current.
Why does a complete profile matter?
When everything is in one place, any team member can pick up a client's care, personalise treatment and avoid asking them to repeat themselves, which improves safety and experience.
Frequently Asked Questions
What is a customer profile?
One record holding a client's details, history, notes, consent, photos and payments. ClinicSoftware.com keeps it complete and current.
Why does a complete profile matter?
Any team member can deliver personal, informed care without the client repeating themselves.
What does it include?
Contact details, appointment and treatment history, photos, consent, and payments.
Is it built automatically?
Yes. The profile updates as the client interacts with the clinic.
How It Works in ClinicSoftware
01
Create a profile for each client
02
Capture history, consent and photos
03
Log appointments and payments automatically
04
Use the profile to personalise care
The Customer Profile (lead view) captures all information about a prospective client before they convert — their source, treatment interests, budget, communication history, and any notes from consultations. It bridges the gap between a raw enquiry and a full client record, ensuring no information is lost in the conversion.
How It Works
01
Create a new customer profile in Leads → New Contact
02
Record their personal details, treatment interests, and how they heard about you
03
Log all follow-up communication against the profile
04
When they book, convert the profile to a full client record with one click
Key Features
Lead Source Tracking
Treatment Interest Recording
Budget Capture
Communication Log
Consultation Notes
Document Attachment
Conversion to Client
Pipeline Stage Tracking
Pro Tips
Record treatment interests in the customer profile so the first consultation is already personalised
Note the budget in the profile to ensure your team recommends appropriate treatment plans
Use the communication log to pick up conversations seamlessly across different staff members