At a Glance
Contacts holds the people a clinic communicates with — clients and leads — with their details in one searchable place, linked to bookings and marketing. ClinicSoftware.com keeps contacts current so outreach, reminders and campaigns always reach the right person.
What is the contacts area?
Contacts is the central store of everyone the clinic deals with, clients and prospects alike, with contact details ready for booking and marketing. ClinicSoftware.com keeps it searchable and up to date.
Why keep contacts in one place?
A single, current contact store means messages reach the right person, duplicates are avoided, and marketing targets accurate details rather than stale ones.
Frequently Asked Questions
What is the contacts area?
A central, searchable store of clients and leads with their details. ClinicSoftware.com keeps it current for booking and marketing.
Why keep contacts in one place?
So messages reach the right person, duplicates are avoided, and marketing uses accurate details.
Are contacts linked to bookings?
Yes. Contacts connect to bookings, history and campaigns.
Can I search contacts?
Yes. You can search and filter to find anyone in seconds.
How It Works in ClinicSoftware
01
Add clients and leads as contacts
02
Keep details current
03
Search and filter to find anyone
04
Use contacts for booking and campaigns
The Contacts module is a professional address book within ClinicSoftware for non-client contacts — product suppliers, referral partners, GP practices, insurance companies, and media contacts. Link contacts to client records where relevant and log all interactions for complete relationship management.
How It Works
01
Navigate to Contacts → Add New Contact
02
Enter contact details and assign a category: Supplier, Referrer, GP, or Media
03
Link the contact to relevant client records where they have referred or treated a client
04
Log calls, emails, and meetings against the contact record for a full interaction history
Key Features
Contact Database
Category Assignment
Client Record Linking
Interaction Logging
Email from Contact Record
Referral Source Tracking
Import from CSV
Export to CSV
Pro Tips
Use the Referrer category and link referred clients to track the ROI of your referral relationships
Log every supplier interaction to have a complete history when negotiating contracts
Connect GP contacts to relevant client records for integrated care documentation