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FAQ: Marketing and Leads

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Written by Haakon Lageng

Can I send marketing directly to my customers?
Yes. ProClinic includes a module for sending SMS campaigns to your customers. You can filter recipients based on whether they've visited the clinic, which services or treatments they've received, and the period during which they were registered as customers. After the campaign is sent, you'll see statistics on both click-through rates and booking rates.

Can I export customer data to an external email tool?
Yes. Go to Customers (/dashboard/customers) and click Export. Choose which columns and format you want, then export the file. You can then use it in external email marketing tools like Mailchimp.

What happens to leads who don't complete a booking?
They are automatically saved in the lead panel under Marketing in the dashboard. You can follow up manually through the follow-up panel (CRM), via SMS, with automated AI-powered voice calls, or have a dedicated booking agent reach out. If a lead hasn’t made a booking within three minutes of visiting the campaign page, the system can send them a follow-up SMS automatically.

What is the lead panel?
The lead panel gives you an overview of all leads generated from campaign pages. You can see who’s been contacted, through which channel, and who ended up booking or cancelling. If a customer books within fourteen days, their status is updated to "Booked" and the lead’s conversion value is shown.

Can I send gift cards via SMS campaigns?
Yes. You can generate unique gift cards and include them in SMS campaigns. Each gift card is unique to the recipient.

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