History
Create a detailed, custom client list, including contact information, history and amount of products and services purchased, first and last employee to service client, who referred the client, discounts, balance, treatment sessions, and a picture. All versions of Orchid Medical Spa Software can store up to 2.1 billion clients, so you will never run out of space! Orchid Medical Spa Software also has over 200 built-in reports that display top spending clients, percent of clients that are retained by employees, and many others! See Reports for more details. Orchid Medical Spa Software also has a mailing feature, which allows you to create custom client mailing lists. See Mailing for more information.
Benefits of Medical Spa Contact Database
Operating a medical spa management system with our software adds:
- Contact information
- Gender
- Birth date
- Anniversary
- Comments
- E-mail address
- SMS address
- Pictures
- Referral
- Category and class, which is where you can enter a "keyword" about the client. This "keyword" can be used when generating mailing lists and reports.
- Whether or not the client should be included on mailing lists
- File link - keep a special word processor or spreadsheet file on your client and open it using Orchid Medical Spa Software.
- History, including previous products and services purchased as well as history
- Discounts
- Balance
- Treatments balance tracking
- Pop-up alert
- Family information
- Loyalty points reward system tracking
See below for more details.
Medical and Dental Spa Software Client History
Track the following client history information:
- Total amount the client has spent on products and services
- Date of first and last visit and total number of visits
- First and last employee to service client
- History
- Who referred the client
- Remaining pre-paid services
Medical Spa Software Client Purchase History
View the previously purchased products, services, gift cards and more for each client in full detail and easily look up the upcoming appointments for each client all in one place.
Medical Spa Software Client History
Record a detailed client history.
Pre-Paid Services
Track the number of pre-paid services remaining.
Medical Spa Software Discounts
Enter a default product and/or service discount amount for each client. This amount will be used when a new ticket is created.
Medical Spa Software Balance
Track the client has a "tab", i.e. owe you money, or if the client had a credit that is owed by the business.
Medical Spa Software Treatments
Track the amount of time or number of visits the client has toward any time-based or visit based service, such as treatments.
Track Client "No Shows"
Easily keep track of "no show" clients. Provides a report on the "warning level" of a client based on prior no shows.
If the client did not make his or her last appointment, a pop-up warning will appear when the receptionist books his or her next appointment.
Loyalty Points Reward Tracking
Easily track loyalty points rewards. Loyalty points are given when a product or service is purchased. These points can be redeemed later for free services, products, or discounts. On receipts, you can even print out the number of loyalty points a client has earned.
Medical Spa Software Client Picture
Keep pictures of your client using the Picture Manager. Mark a picture as the client's primary picture to view while looking up information for the client and in tickets the the client's appointments.
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