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
La Lista de Clientes es su vista principal de la base de datos. Busque, ordene y filtre miles de registros de clientes por nombre, etiqueta, fecha de última visita, saldo pendiente o estado de suscripción a marketing. Seleccione múltiples clientes y aplique acciones masivas: enviar una campaña de correo, asignar una etiqueta, exportar un CSV o archivar registros.
Cómo Funciona
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Navegar a Clientes → Lista en la barra lateral principal
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Usa la barra de búsqueda para buscar nombres, correos o teléfonos al instante
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Aplicar filtros desde el panel de filtros: última visita, etiquetas, saldo, estado de suscripción
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Seleccione clientes individuales o todos los visibles y elija una acción masiva para aplicar
Características Clave
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Vista Completa de la Base de Datos
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Búsqueda Avanzada
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Filtros de Múltiples Campos
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Selección Masiva de Clientes
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Campañas de Correo Masivo
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Exportación CSV
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Asignación de Etiquetas
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Filtro de Saldo
Consejos Profesionales
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Exporta tu lista completa de clientes trimestralmente y guárdala como una copia de seguridad segura fuera de línea
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Filtra clientes sin visita en 90+ días para crear una campaña de reenganche de clientes inactivos
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Etiquete a sus clientes de mayor valor como VIP y cree un programa de comunicación dedicado para ellos
