A practice management software collects and organizes all the information you gather throughout the client life cycle. But how can software / technology add a human touch in your business?
When it comes to implementing software within a clinic, spa or salon, staff are sometimes hesitant to use the full benefits due to the fact they’re concerned that they will lose the human touch.
It doesn’t have to be this way because with correct use of a software system, clinic staff can build relationships without losing personable elements.
Within Pabau, you have plenty of opportunities to touch base with your clients, such as confirming appointments, reminding about appointments, reschedule notices, birthday wishes, alongside many other opportunities to get in touch.
Here are some of the techniques that software can be used to build longer, more engaging relationships.
Taking notes and collect information
A software system such as Pabau allows your team to build a client profile and make personal notes within it. As well as taking medical notes you have various options to add information to the client profile.
Example of this is basic note taking where we often see clinic staff take notes that relate to personalised information.
Keep notes of customer’s important dates, like birthdays and anniversaries, to enable you to acknowledge and celebrate these, maybe by offering special gifts. Maybe a client has a special interest or has revealed something about themselves such as a upcoming event.
This information can be used to initiate conversations within clinic.
Remember the little things
Collecting good information about a client is getting easier, especially when you are using a good CRM / Patient Management System.
Knowing your client’s wants and needs before they even arrive at your business, is a great way to build relationships. Again, it’s about demonstrating that you are paying attention.
This level of personalisation makes people feel remembered and appreciated.
A really good example of this is to make a note against a client record of how they take their coffee. Within Pabau, you have a feature that is widely underused in clinics; Custom fields. This feature allows you to collect information in specific fields decided by you. In the above example a custom field would be created entitled ‘drink’. This would allow you to find this information in details 2 within the client card. All custom fields can be added to reports.
Ask for review or feedback
After a client leaves their appointment, it’s a good idea to send a follow up message or survey to ask if they are happy with their experience at your clinic.
If they give you great feedback, you might then ask for a further review or referral.
If not then maybe you have a good opportunity to put things right and win them back as a client.
Stay connected with your clients
After a client leaves their appointment, it’s a good idea to send a follow up message or survey to ask if they are happy with their experience at your clinic.
If they give you great feedback, you might then ask for a further review or referral..
If not then maybe you have a good opportunity to put things right and win them back as a client.
Deciding which software to use? Between Pabau and another software system?
If you are looking for a game-changing investment for your business, then you are in the right place.
Now you can book your free personalised demo and a team member will be in touch with you to give you an overview of the software and discuss the features and benefits that will provide the most value for your clinic, salon or spa.
