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
01
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
La vista de Historial de Compras muestra una lista cronológica de cada transacción realizada por un cliente: servicios, cursos, productos, membresías, tarjetas de regalo y depósitos. Filtra por rango de fechas o categoría, ve el valor de cada transacción e identifica patrones de compra para personalizar recomendaciones futuras.
Cómo Funciona
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Abre cualquier perfil de cliente y navega a la pestaña Historial de Compras
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Ver todas las transacciones en orden cronológico con montos y métodos de pago
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Filtrar por categoría: Servicios, Productos, Cursos o Membresías
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Exportar el historial como PDF o CSV para el cliente o para fines contables
Características Clave
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Cronología Completa de la Transacción
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Filtrado por Categoría
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Selección de Rango de Fechas
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Visualización del Método de Pago
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Historial de reembolsos
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Estado de Cuenta en PDF
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Exportación CSV
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Análisis de Gastos
Consejos Profesionales
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Revisar el historial de compras antes de cada consulta para comprender el viaje de tratamiento de un cliente
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Identificar clientes con alto gasto pero baja frecuencia de visitas — son candidatos principales para ventas adicionales
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Usa patrones de gasto para crear recomendaciones personalizadas de productos y servicios
