At a Glance
The clients list is the searchable directory of everyone the clinic treats, with quick access to each client's profile, history and contact details. ClinicSoftware.com lets you search, filter and segment the list, so finding a client or building a marketing group takes seconds.
What is the clients list?
The clients list is a searchable directory of all your clients, each linked to their full profile. It is the fast way to find anyone. ClinicSoftware.com keeps it current as clients are added.
How do you find a client quickly?
You search by name, phone or email, or filter by criteria such as last visit or treatment, so you reach the right client in seconds rather than scrolling.
Can you build groups from the list?
Yes. Filtering the list — for example lapsed clients or those who had a particular treatment — creates a segment you can target with marketing.
Frequently Asked Questions
What is the clients list?
A searchable directory of all your clients, each linked to their full profile. ClinicSoftware.com keeps it current.
How do I find a client quickly?
Search by name, phone or email, or filter by last visit or treatment, to reach the client in seconds.
Can I build groups from the list?
Yes. Filtering the list creates a segment you can target with marketing.
Does it link to profiles?
Yes. Each entry opens the client's full profile and history.
How It Works in ClinicSoftware
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Search or filter to find clients
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Open a profile for full detail
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Build a segment for marketing
The Clients List is your master database view. Search, sort, and filter thousands of client records by name, tag, last visit date, outstanding balance, or marketing opt-in status. Select multiple clients and apply bulk actions: send an email campaign, assign a tag, export a CSV, or archive records.
How It Works
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Navigate to Clients → List in the main sidebar
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Use the search bar for instant name, email, or phone lookup
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Apply filters from the filter panel: last visit, tags, balance, opt-in status
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Select individual or all visible clients and choose a bulk action to apply
Key Features
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Full Database View
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Advanced Search
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Multi-Field Filters
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Bulk Client Selection
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Bulk Email Campaigns
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CSV Export
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Tag Assignment
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Balance Filter
Pro Tips
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Export your complete client list quarterly and store it as a secure offline backup
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Filter for clients with no visit in 90+ days to build a lapsed client re-engagement campaign
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Tag your highest-value clients as VIP and build a dedicated communication schedule for them
