From first enquiry to the next visit.

Move from a booking enquiry to a confirmed appointment with the right doctor.

• Review requests submitted through the clinic website before confirming a slot.
• Assign the doctor, date and time; manage confirmations and rescheduling.
• Keep the appointment and its visit history with the patient profile.

Keep patients informed when an appointment is booked, confirmed or changed.

• Send appointment confirmations through configured, approved WhatsApp templates.
• Schedule reminders before the visit using the clinic’s chosen reminder time.
• Send reschedule or cancellation updates for the current appointment.
• Include the patient’s name, appointment details and clinic contact in the message.
• Check consent and the latest appointment status before sending; view delivery results in the CRM.

Find the person behind the visit, with a permanent clinic patient ID.

• Search using patient ID, name or phone number.
• Keep contact details, demographics and the clinic’s patient history together.
• Use profile actions to book an appointment, add a follow-up or open permitted clinical records.

Create a structured prescription, review it and print it with clinic details.

• Select formulations from an editable medicine catalogue and record the clinician’s instructions.
• Review medicines, allergies, advice and the prescribing clinician before saving.
• Print or save the patient-specific prescription as a PDF.
• Preserve saved prescription details when the catalogue or doctor profile changes.

Bring previous prescriptions, treatment records and attached documents into view.

• Review the patient’s earlier clinical entries alongside the current consultation.
• View supported PDF and image attachments within the clinical workspace.
• Keep clinical records encrypted and restricted to permitted clinical roles.

A dedicated workflow for eye-care medicines, repeat visits and lab reports.

• Record medicine strength, eye or route, frequency, duration and taper instructions.
• Review previous medicines and explicitly continue or discontinue them on a repeat visit.
• Select eye or laboratory investigations, including custom tests.
• Record report findings, review status and protected attachments in the patient history.

Consultation records that follow the needs of a skin, hair or aesthetic practice.

• Use separate examination and plan fields for skin, hair, weight management and dental consultations.
• Document the clinical assessment, treatment plan, advice and follow-up.
• Keep procedure-only or advice-only records when medicines are not needed.
• Review prior clinical entries and supported attachments from the patient profile.

Keep the patient’s invoice and payment record with the clinic workflow.

• Create itemized clinic invoices with configured business details.
• Record payments and review the remaining balance.
• Open an invoice preview and print or save a PDF for the patient.

Give every return visit and pending enquiry a clear next action.

• Assign follow-up tasks and keep their dates, status and history visible.
• Coordinate appointment and clinic messages through configured email or WhatsApp services.
• Use approved provider templates and the clinic’s communication consent settings.
• Provider credentials, setup and usage charges are agreed during onboarding.

Use clinic-branded emails for the important moments around a visit.

• Edit the message subject, body and event templates from the CRM.
• Coordinate confirmation, reminder, reschedule and configured follow-up emails.
• Personalize messages with the client’s name and appointment details.
• Review queued, sent, failed or cancelled messages and respect unsubscribe preferences.

Understand appointments, follow-ups and recorded clinic activity in one workspace.

• Review the clinic dashboard and local activity reports.
• Filter and search patient and appointment lists for daily coordination.
• Use permitted exports and reports according to staff access and the selected CRM scope.

Give reception and clinicians the access their work requires.

• Use individual staff accounts and the CRM’s administrator, doctor and reception roles.
• Restrict clinical records and prescription actions to authorized clinical users.
• Review recorded changes and workflow history with the appropriate account permissions.

Give staff practical tools to keep the clinic’s client list organized.

• Assign clients, follow-up tasks and appointments to the appropriate team member.
• Use permitted bulk actions for selected clients and export the selected records.
• Detect duplicate phone numbers and email addresses during client capture.
• Let administrators review and restore recoverably deleted clients from Trash.

Share clinic offers, announcements and updates with your WhatsApp audience.

• Send offer and marketing broadcasts to selected, opted-in WhatsApp contacts.
• Use your configured WhatsApp business account and approved marketing templates.
• Include the clinic’s offer details and the next step for booking or contacting your team.
• Review message delivery outcomes and follow incoming replies in the shared inbox.
• Respect WhatsApp opt-outs and the client’s recorded communication preferences.

Give your reception team one place to follow appointment conversations.

• View incoming text messages alongside the linked client profile and conversation history.
• Assign a conversation to a permitted inbox team member and mark it open, pending or closed.
• Track unread conversations and sent, delivered, read or failed message status.
• Reply to consenting contacts within the supported WhatsApp reply window.

Share clinic offers, announcements and booking links through branded email campaigns.

• Create a campaign draft with your offer, subject and formatted clinic message.
• Select an eligible, consenting audience using client status and new or existing patient filters.
• Schedule the campaign for a chosen date and time.
• Pause, resume or cancel a scheduled campaign; duplicate a previous campaign as a new draft.
• Review campaign send results and stop further messages using the selected client-status rules.

Plan a series of clinic messages with a considered gap between each email.

• Build a campaign with multiple editable email steps.
• Set the wait between messages in minutes, hours or days.
• Recheck consent, unsubscribe preferences and client status before later steps are sent.
• Pause or cancel the sequence when your team needs to change the plan.

Follow an enquiry from the first contact to its appointment and recorded outcome.

• Track enquiry status, source, campaign labels, tags and the assigned staff member.
• Filter client lists by source, appointment, next follow-up and team assignment.
• Review recorded appointment and visit milestones in local CRM reports.
• Keep website enquiry context and campaign attribution with the client history.

Keep the clinic’s communication preferences with each client.

• Record email marketing and WhatsApp consent separately.
• Honor email unsubscribe requests and WhatsApp STOP or UNSUBSCRIBE replies.
• Exclude opted-out or deleted contacts from eligible queued messages.
• Use the selected campaign’s audience and stop rules before sending the next email.