Medical and Beauty CRM was built for the medical group, beauty group with multiple clinics. It includes customer management, service package with entitlements, booking of appointments, staff rosters, appointment results and diagnostic reports.
Members and Membership
The member module keeps a record of the member profile. It also tracks all activities with the member. This includes
– membership and levels
– orders placed for packages
– booking appointments
– treatment history and reports
– products prescribed
Member Registration eForm
New members are recruited by different channels. After filling in the registration form, they are automatically send a welcome letter.
– registration eForm
– automated welcome kit
– membership eCard
– send promotion eCoupons
– assign to a salesperson
Salesperson and Agents
Sales persons and agents play an important role in recruiting new customers and to sell packages.
– introducing salesperson or agent
– find agent fee
– package sales agent fee
– service delivery agent fee
Packages and Service Offerings
Special Offers Packages
Members can purchase packages on products or services. Special promotion offers include free coupons with entitlements.
– package with multiple products
– package with multiple service entitlements
– can use for later booking
– send eCoupons to member
Booking of Services
Package Entitlements Booking
Appointment Calendar show all the available timeslots per day. Members can use their coupon to book their services. Each calendar timeslot is controlled by the roster in the CRM.
– by each treatment type
– by room roster
– by equipment roster
– by staff roster
Service Center Portal
Service Center Point of Sales / Service
Multiple Service Center
The Service Center Portal provides each branch office their point of sale terminal for Staff to perform their daily work. this may include:
– Lookup the customer
– Signup new customer
– Place order for new package
– record the payments
– Book appointments for members on calendar
– log results of services
– check-in members arriving for their appointment
Maintain a detailed record of the patient. Including membership, purchases, treatments and reports.
Manage your business with packages + entitlements. Schedule your service appointments with the staff and equipment roster.
Enable each front desk with a powerful point of sales and servicing tool. Easily extend your business with both owned and franchised branches.