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• Send personalised SMS or email of congratulations on the day
• Purchase gifts to a budget and note the feedback for the following year
• View likes & dislikes the client has – to ensure the appropriate gift is bought
• Monitor over the years all their birthdays and access business benefits

When a new client makes an appointment, give the client the freedom and convenience of supplying their details before you meet and saving you both valuable time.

Our online form designed to capture more than basic personal details.

• PA/Private Office Contact – the form can be directed to them instead of the client if they wish it so
• Business Contacts – record their business details and the key contacts for you to use
• Other addresses – many of your clients are international by nature with more than one home, knowing where may be especially useful to you
• For medical practitioners an online health questionnaire

Remember this is your own ‘Private Database’ if you wish to add or remove data fields our technical team can give you a quote do this.

Record in the client profile their likes and dislikes, the starting point of your knowledge management programme, whether it be their favourite wine to order at a restaurant, or a room at their favourite hotel or as simple as how they like to addressed in communications; formally or informally by you or your staff.

Exceptional relationship management is not just about intelligent communication – the client is demanding, challenging and time is of most value. Efficient delivery of services on time or earlier is essential.

Get your patients to check and complete our health questionnaire before they attend their appointment.

Does not just save time for them and your reception, but also means better control of people in waiting room which is critical in this pandemic.

Currently we have questions in English but can also be translated into; German, Russian and Japanese.

For ‘Executive’ clients our database support will be happy to supply a reasonable quote if you wish to edit, add questions, or additional language translations.     

Your private database will also keep a history of previous forms completed with any edits the patient makes and any of your notes at that time. 

Create and delegate tasks to staff and be alerted if deadlines could be missed.

Our task feature integrates with the client profile, appointments, and birthdays.

Simple design simple – all can view and see what needs to be done on any mobile device & PC.

Simple and effective design for you and your team to control and manage appointments with appointment confirmation and our ‘Covid Check-in’ SMS service.

Also if your business requires more than one calendar, then keep your staff in the know with a console to share them all making appointment management a seamless process.

99% of all text messages are opened and read within 5 minutes of delivery?

That statistic alone makes texting a borderline can’t ignore marketing and communication method, which is why we recommend it to you, however, email is free or at setup you can elect to have a mixture of the two.

Notifications can be just flagged on your device or for urgent or priority actions by SMS.

All our systems operate to GDPR standards and we supply a ‘generic’ privacy form at setup for you as data controller, alternatively you can supply your own at setup for it to be verified and then loaded.

A record and audit trail is kept of all privacy and consent forms accepted.  

We protect your private information like it is our own. Your data is secure. The protection of your information is top priority, and we have taken extra measures to ensure the safety of your data is as safe as possible.

You can trust that your data is owned by you and we never use your client information for 3rd party research.