At a Glance
Purchase history lists everything a client has bought — treatments, retail, courses and memberships — with dates and amounts, on their record. ClinicSoftware.com builds this history automatically, so staff can see a client's spend and preferences and tailor recommendations.
What is purchase history?
Purchase history is the record of every treatment, product, course and membership a client has bought, with dates and prices. It shows their value and preferences. ClinicSoftware.com compiles it automatically.
How does purchase history help?
Knowing what a client has bought lets staff recommend the right next treatment, spot when a course is due to repeat, and recognise your best clients.
Does it help with retention?
Yes. Purchase history shows buying patterns, so you can prompt a client to rebook or top up at the right time, keeping them engaged.
Frequently Asked Questions
What is purchase history?
A record of every treatment, product, course and membership a client has bought, with dates and prices. ClinicSoftware.com compiles it automatically.
How does it help?
Staff can recommend the right next treatment, spot repeat needs, and recognise best clients.
Does it help retention?
Yes. Buying patterns let you prompt rebooking or top-ups at the right time.
Is it automatic?
Yes. Purchase history builds automatically as clients buy.
How It Works in ClinicSoftware
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Open the client's record
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View their full purchase history
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Spot patterns and preferences
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Recommend the right next step
The Purchase History view shows a chronological list of every transaction made by a client — services, courses, products, memberships, gift cards, and deposits. Filter by date range or category, see the value of each transaction, and identify buying patterns to personalise future recommendations.
How It Works
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Open any client profile and navigate to the Purchase History tab
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View all transactions in chronological order with amounts and payment methods
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Filter by category: Services, Products, Courses, or Memberships
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Export the history as PDF or CSV for the client or for accounting purposes
Key Features
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Full Transaction Timeline
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Category Filtering
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Date Range Selection
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Payment Method Display
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Refund History
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PDF Statement
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CSV Export
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Spend Analytics
Pro Tips
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Review purchase history before every consultation to understand a client's treatment journey
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Identify clients with high spend but low visit frequency — they are prime upsell candidates
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Use spending patterns to create personalised product and service recommendations
