Clinic Software CRM: Booking

Clinic Software CRM puts your entire clinic in your pocket. Manage the diary, check clients in, take payment, capture consent and answer enquiries — from the treatment room, the front desk or anywhere else you happen to be.

Built for aesthetic clinics, medical spas, salons, dental practices and every other appointment-based business, Clinic Software CRM has been trusted by clinic owners since 2003.

THE DIARY, WHEREVER YOU ARE
See today at a glance, across every room, every practitioner and every location. Move an appointment with a drag. Rebook the client while they are still standing in front of you. Fill a cancellation gap in seconds.

CLIENT RECORDS THAT TRAVEL WITH YOU
Full treatment history, before-and-after photos, allergies, alerts, packages and course balances — all on the client profile, all one tap from the diary. No more carrying paper notes between rooms.

DIGITAL CONSENT AND SIGNATURES
Send the consent form ahead of the appointment or hand the device over and capture the signature there and then. Forms are stored against the client record, time-stamped and audit-ready.

PAYMENTS AND CHECKOUT
Take payment at the end of the treatment without walking to the till. Sell products, packages and courses of treatment. Split payments, take deposits, redeem gift vouchers and issue refunds.

TAP TO PAY ON IPHONE
No card reader, no terminal, no cable. Hold the client's card or phone against your iPhone and take the payment where you are standing — in the treatment room, at a home visit, at a pop-up. Contactless cards, Apple Pay and digital wallets all work, and the payment lands against the right appointment automatically.

CALLS FROM THE APP
Ring a client straight from their record. The call logs itself to the timeline, so the next person to speak to them knows what was said.

CLOCK IN AND CLOCK OUT
Staff clock in and out on their own phone. Hours feed into the rota and into payroll reporting, so nobody is reconstructing a timesheet on Friday afternoon.

APPLE WALLET
Gift vouchers, packages and course balances can be added to Apple Wallet, so clients have them to hand without hunting through their email.
LEADS AND ENQUIRIES IN ONE INBOX
Every enquiry from your website, social channels, WhatsApp and phone lands in a single inbox. Assign it, reply to it and convert it into a booking without leaving the app.

MESSAGING CLIENTS
Two-way SMS, WhatsApp and email, threaded against the client record so anyone on the team can pick up the conversation. Automated reminders cut no-shows on their own.

TASKS AND TEAM
Assign follow-ups, aftercare checks and callbacks. See what is outstanding, who owns it and what is overdue. Push notifications keep the team moving without a group chat.

MARKETING THAT RUNS ITSELF
Build segments from real treatment data — clients due a top-up, lapsed clients, course balances running down — and send campaigns straight from your phone.

REPORTING AND DASHBOARDS
Takings, rebooking rate, practitioner utilisation, stock and conversion, updated live. Check the numbers between clients instead of at eleven at night.

AI THAT DOES THE ADMIN
Draft replies, write treatment notes, summarise a client's history before you walk into the room, and let AI agents handle first-line enquiries and no-show recovery. Everything is drafted for your approval — nothing is sent to a client without you seeing it first.

SECURITY AND COMPLIANCE
UK and EU data hosting, role-based access, full audit trail on every record, and GDPR tooling built in rather than bolted on.

WORKS WITH THE TOOLS YOU ALREADY USE
Stripe, Xero, QuickBooks, Google Calendar, Outlook, Mailchimp, WhatsApp Business and more.

ABOUT YOUR SUBSCRIPTION
The Clinic Software CRM app is included with every Clinic Software CRM licence at no extra cost. An active account is required to sign in. Not a customer yet? Start a free trial at clinicsoftware.com.

Questions, or want a walkthrough? Contact us at clinicsoftware.com/contact.