Features for beauty clinics
Explore features by workflow, from patient records and treatments to sales, finance, team management, reporting and business planning.
Start with the work you do
Each topic covers workflow steps, screen examples and questions to review with your team.
19 topics
Records and care
Patient records and histories
Keep contact details and patient records alongside each customer’s appointments, treatments and related transactions.
Appointments and practitioner schedules
Create and update appointments, check practitioner schedules and prepare patient information before the visit.
Services, courses and remaining entitlements
Create and edit courses, set services and units, and track treatment history and remaining units.
Medical records and documents
Prepare forms, record treatment details and store supporting documents with patient histories.
Products, services and pricing
Prepare the products and services you sell, with names, prices and details your team needs.
Sales and finance
Point of sale — POS
Sell products, services, courses and packages with quantities, prices and line-item discounts.
Bills, payments and outstanding balances
Track bill totals, payments received and outstanding balances, with payment history for each transaction.
Prepaid credit — Wallet
Review customer wallet balances and their top-up, usage and adjustment histories.
Deposits
Track unused deposits and how they have been applied to sales.
Coupons and discounts
Set and check discount conditions, and track voucher usage.
Referral programme
View referral codes, reward credits and referral programme history.
Team and operations
Inventory, lots and expiry dates
Check stock levels, receipts, usage and transfers, with lot and expiry details.
Purchasing and expenses
Manage purchases, suppliers and expenses, with payment records for checking clinic costs.
Provider and team compensation
Review practitioner and assistant compensation, with the people involved in each sale.
Multi-branch management
View records by branch and define each branch team’s scope.
User permissions
Set roles and data access to fit each person’s responsibilities.
Reports and follow-up
Operational reports
Review income, outstanding balances, compensation and transaction details by period and branch.
BI and business analysis
Compare revenue, sales and business trends, then explore the details to plan ahead.
LINE CRM
Set up your clinic’s LINE OA connection with Keenix in preparation for customer communications.
No matching topics. Try “patient”, “course” or “finance”.