Customer Cards and Customer Management

Yes, you can block customers in ProClinic.

Once a customer is blocked, they will appear as blocked and can be managed further from their customer page.

You can reopen the same customer profile and choose to remove the block at any time.

You can type: How do I block a customer?

You can type: How do I export email addresses from all customers?

On the customer card, you can store: contact information, ongoing dated notes with images, a free-text comment field for personal notes to remember for future visits, a full overview of past and upcoming bookings, sales history, and an associated journal with consent forms. Please note: ongoing notes on the customer card are not encrypted and should not be used for medical record keeping.

Yes. For treatments requiring consent, a consent tab will display the status. You can see if the form is completed and read the responses directly on the customer card.

Customers can log in to their ProClinic profile to view their bookings and personal information. The fields customers are allowed to edit are managed in the settings by you as the administrator.

Yes. You can block a customer directly from a no-show management action, from their customer card, or via the Customers overview. The block can be lifted anytime from the blocked customers list.

Yes. ProClinic features a CRM panel for booking consultants and customer follow-up. You can keep track of which customers need follow-up and when, and receive notifications about customers awaiting callbacks. Follow-up notes are logged continuously.

Go to Customers (/dashboard/customers) and click Export. Choose which columns to include (for example email) and which format you want, then export.

Yes. You can send an SMS to all customers who haven’t visited your clinic within a chosen number of months and have no upcoming bookings. For example, you can include a gift card as an incentive to encourage them to book a new appointment.