更了解 客户需求

申请表

当客户在线预约时，您是否需要获得更多关于客户的信息？透过备注栏位定制功能，您可以设置必填或非必填栏位，让客户在预约时，填写更完整的预约信息。

以下为备注栏位的相关范例：

• 医生可能会需要预约者输入生日信息，或同意治疗相关的问题
• 英文家教会希望学生透过下拉式选单，选择自己的语言能力

所有的备注栏位信息都会显示于后台管理报表中，帮助您掌握客户预约信息。

Client Fields - Collect information about your customers

With the Client Field custom feature you can collect information about your clients the first time they book your services by asking them multiple questions. This feature works with Client Login, so the first time your client is signing up to book your services, they can be asked different types of questions and the answers will remain attached to the client and not their booking.

This custom feature is great if you want to know more about your client like for example their birthday, their insurance or ID number. The options are endless and this is your chance to get to know your customers better.

Answers to those questions can be added to email notification and they can also be exported to excel if needed via client report. The difference between Client Fields and Intake Forms is that answers to Client Field questions are attached to the client whereas answers to Intake Forms questions are attached to the booking. So with the Intake forms you would rather ask questions related to the booking where as with the Client Field feature you would be asking questions related to the client himself.

Please click here to read how exactly to set it up.

File Uploader - Google Drive

Do you need to collect necessary information from your clients to offer them the best service possible?

The “File Uploader - Google Drive” custom feature allows you to collect files, documents or images, from your clients upon booking or when your clients sign up with you.

SOAP 信息

我们的 SOAP 病程记录客制功能让您能够输入含有时间戳的 4 个文字字段之纪录，其会与系统中的客户数据一起保留。SOAP 病程记录是专业医疗人员（如护士、治疗师、运动伤害防护员、辅导员和医生）用来记录关于患者信息的文件格式。其字母缩写分别代表主述、观察、评估和计划。