At a Glance
Client activity shows how engaged each client is — recent visits, spend and time since last appointment — so a clinic can spot loyal clients and those slipping away. ClinicSoftware.com surfaces activity from live data, so recall and loyalty efforts target the right people.
What does client activity show?
It shows visit frequency, spend and how long since a client last came in, revealing who is active and who is lapsing. ClinicSoftware.com draws it from live records.
How does it help retention?
By flagging clients who have not returned, activity data lets you target recall and win-back before they drift away, protecting revenue.
Frequently Asked Questions
What does client activity show?
Visit frequency, spend and time since last visit. ClinicSoftware.com draws it from live records.
How does it help retention?
It flags lapsing clients so you can target recall before they drift away.
Can I find loyal clients?
Yes. Activity highlights frequent, high-spend clients to reward.
Is it live?
Yes. Activity is based on live client data.
How It Works in ClinicSoftware
01
Open client activity
02
Sort by recency, frequency or spend
03
Flag lapsing and loyal clients
04
Target recall and loyalty offers
The Clients Activity feed is a chronological log of every single interaction across your clinic — bookings made and cancelled, emails sent and received, consent forms signed, payments taken, notes added, and files uploaded. Filter by client, date range, staff member, or action type to trace any journey precisely.
How It Works
01
Navigate to Clients → Activity in the main sidebar
02
Use the filter panel to narrow by date range, staff member, or activity type
03
Click any activity entry to jump directly to the full record it relates to
04
Export the filtered activity log as a CSV for external reporting
Key Features
Chronological Activity Log
Filter by Action Type
Filter by Staff Member
Date Range Picker
Click-Through to Record
CSV Export
Real-Time Updates
Client-Specific View
Pro Tips
Check the activity feed each morning to review everything that happened the previous day
Use activity logs during client disputes to present a clear, irrefutable timeline of events
Set up a daily activity digest email for managers so they stay informed without logging in