UK: +4420 3369 3369
FR: +33 75690 4272
CA & US: +1 562 606 0386
en United Kingdom keyboard_arrow_up
en United Kingdom es Spain nl Netherlands fr France de Deutschland it Italy no Norway dk Denmark se Sweden ar_ae United Arab Emirates en_AU Australia be Belgium br Brazil bg Bulgarian zh China hr Croatian cz Czech en_ca Canada ee Estonia fi Finland at Austria gr Greece hu Hungary ja Japan lv Latvia lt Lithuania pl Poland pt Portugal ro Romania ru Russia sct Scotland si Slovenia en_us United States en_IE Ireland sk Slovakia za South Africa
account_circle Client Profiles person Edit Profile add_alert Client Activity format_list_numbered Client List Page attach_money Client Balance local_drink Client Drinks History local_hospital Medical History history Purchase History library_books Booking a Service library_books Booking a Courses collections_bookmark Booking a Patch Test perm_contact_calendar Appointment Consumables cancel Cancelling the Appointment photo_size_select_actual Resizing the Appointment local_drink Appointment Drinks format_list_bulleted Waiting List phone_android Paperless Consent Forms phonelink Consent Form Templates attach_file File Manager format_quote Quotes note Client Notes bubble_chart Treatment Notes burst_mode Clinic Notes cake Client Feedback Management format_list_bulleted Access Control Lists accessibility Admin Area account_balance_wallet Staff Management card_membership Memberships monetization_on Invoice Settings access_alarm Refund Mode payment Instalments more Patch Test
account_circle Client Account account_circle Client Profiles people Edit Profile add_alert Client Activity format_list_numbered Client List Page call_merge Merge Clients add Add Photo group_add Essential Training fiber_smart_record Track Minutes Courses sync Appointment Treatment Protocol Training power_settings_new Power Plates shopping_basket Product Edit note Treatment Plan call_to_action Rejuvenation Procedures compare Comparing Rejuvenation Procedures contacts Contacts record_voice_over Treatment Record & Body Composition history Purchase History local_hospital Medical History
perm_contact_calendar Day Book event_busy Busy Time Entries edit Editing & Removing Busy Time list Waiting List filter_tilt_shift Staff Rota account_balance_wallet Staff Management check_box_outline_blank Check Staff Availability rss_feed Book Between Branches settings_backup_restore Run the Rota Shifts
account_box Leads Statistics person_add Converting a Lead book Customer Profile playlist_add Creating Client Lists attach_file Files laptop Tasks Overview edit Creating a Task create_new_folder Editing Tasks edit Creating a Task (Client) email Two Way Email message Two Way SMS ondemand_video Video Consultations watch_later Send Reminders laptop_windows Do the Marketing
folder_open Business Reports wallpaper Client Activity Reports access_time Commission Reports monetization_on Daily Transaction Reports people Employee Performance Reports multiline_chart Features KPI Reports report Reports Overview pie_chart_outlined Run Reports show_chart Scale the Business check Check the Stock check_box Appointment Confirmations edit Change Appointment Status compare Compare Before and After fiber_new Draw Free Hand email Email Photos to Customer call_to_action Rejuvenation Procedures fiber_smart_record Business Intelligence
laptop_windows Do the Marketing card_membership Geotargeting Ads email Two Way Email sms Two Way SMS insert_chart Marketing Tools autorenew Build Automations schedule Send Reminders show_chart Scale the Business rate_review Integrations & Partners dns Marketing Tools
map Contact Us compare_arrows Marketplace call_missed_outgoing Migrate to ClinicSoftware add_a_photo ClinicSoftware.com World supervisor_account How We Provide Training web_asset Software Editions web Downloads business_center Partner With Us business Latest UK Shows image IN UK Press ondemand_video Video-Testimonials add Add-Ons live_tv ClinicSoftware.com TV chat Support Chat security GDPR lock PCI DSS Compliant cloud Cloud GDPR Hosting lock_outline Extra Security format_align_justify ICD-10 Database help FAQ ClinicSoftware timelapse SERVERS STATUS OVH.COM av_timer SERVERS STATUS UK2.NET timer SERVERS STATUS VPS.NET
account_circle Acces From Anywhere book Book At Any Time chrome_reader_mode Book From Anywhere shopping_basket Franchise Management card_travel Photo From Any iPad or Tablet perm_contact_calendar Appointments & Diaries accessibility Body Procedures check Check the Stock laptop CRM Licences present_to_all Reseller Partner Programme monetization_on Take Payments
access_time Hire Me verified_user Appointment Mastery (Program) contact_phone Consultancy Accelerator (Program) autorenew Build Automations laptop_chromebook CRM Licenses present_to_all Reseller Partner insert_chart Marketing tools dns Integrations and Partners monetization_on Partner with Us
Try Now Free Demo →
Marketing Tools & Automation — Clinics, Spas & Salons — ClinicSoftware.com
CRM Marketing & Automation  ·  Live Now
Marketing Tools & Automation

Amplify Your
Business with
Powerful Marketing
Automation.

In today's digital world, standing out is more than a luxury — it's a necessity. Our CRM is specifically designed for clinics, spas, and salons, enabling you to master marketing, automate campaigns, and grow sales while saving hours every week.

Learn More → → See Automation Tools
6+
Auto Campaigns
140+
CRM Features
35+
Countries
24/7
Support
Marketing Dashboard — Live 6 Active
2,841
Emails Sent
↑ +14%
68%
Open Rate
↑ +8%
£4.2k
Revenue
This Week
Campaign Performance — Last 7 Days
Active Automation Campaigns
🎂
Birthday Special — Happy Birthday Offer
142 contacts · Runs daily
38%
Live
👋
First-Time Visitor Welcome
New clients · Upsell drip
54%
Live
⭐
Loyalty Program — Points & Rewards
VIP clients · Auto reward
62%
VIP
Daily Send Progress2,841 / 4,200
Birthday Special Campaigns Loyalty Programs✦ Automated Email & SMS Real-Time Boost Promotions Referral Programs Fill Last-Minute Slots✦ Google Review Requests Social Media Pixels Personalized Marketing Analytics & Insights✦ Birthday Special Campaigns Loyalty Programs✦ Automated Email & SMS Real-Time Boost Promotions Referral Programs Fill Last-Minute Slots✦ Google Review Requests Analytics & Insights✦
Why Marketing Matters

Why Is Marketing
Important for Your Business?

Marketing isn't just about promoting your brand. It's a strategic approach that integrates all aspects of your business into a single, cohesive message — nurturing relationships and fulfilling client needs.

A
Discoverability
Your facility may offer the best treatments and services, but how can clients find you if they don't know you exist? Strategic marketing increases your visibility and attracts potential clients in the crowded wellness sector.
B
Engagement
Marketing provides a platform to engage with clients, understand their preferences, and receive their feedback. By communicating with them, you can adjust your offerings to meet their needs, fostering loyalty.
C
Differentiation
In a saturated market, uniqueness is a key element to attract attention. Marketing helps showcase what makes your business different and why clients should choose your services over others.
D
Growth
Effective marketing strategies not only retain existing clients but also help acquire new ones. It's a driving force that propels your business towards growth, ensuring long-term sustainability.
Transform Your Business

Transform Your Business
with OurCRM Software

Our CRM software is specifically designed for clinics, spas, and salons — enabling them to master their marketing strategies. Deliver personalised experiences, manage relationships, and engage your audience across every platform.

A
Personalised Marketing
Build comprehensive client profiles, track preferences, and deliver personalised marketing messages. Creates a more intimate connection with clients while driving engagement and loyalty.
B
Automated Campaigns
Save time and reduce manual labour with automated email and SMS marketing campaigns. Stay in touch, remind clients of appointments, send special offers, or express gratitude for their loyalty.
C
Analytics and Insights
Get access to actionable data and insights that help refine your marketing strategies. Understand what works and what doesn't, so you can continuously optimise your approach to attract and retain clients.
Campaign Automation Flow
TRIGGERS 🎂 Birthday 👋 First Visit ⭐ Loyalty 🛒 Purchase ACTIONS 📧 Email 💬 SMS 🎁 Offer 🔔 Notify RESULTS +38% Open Rate +54% Bookings +62% Retention +29% Revenue ANALYTICS 📊 Real-time Insights Open Rates Conversions ROI Track
Email
Auto Send
SMS
Auto Send
Data
Analytics
Ready-to-Use Automations

Marketing Automation
Campaigns — Ready to Deploy

With great marketing automation technology handling much of the organisational grunt work, a business can harness its inflow of bookings to start driving real results. Automated activities save time and grow your business.

🎂
Birthday Special
Wish clients a happy birthday with a special offer. Fully automated — triggered on the client's birthday with a personalised email or SMS and an exclusive discount. One of the highest open-rate campaigns.
👋
First-Time Visitor Welcome
Drop campaign to welcome new clients and introduce upsell opportunities. Automatically triggered after a first visit — warm them up, introduce your range, and convert them into repeat clients.
⭐
Loyalty Program
Reward loyalty with a special offer for customers who visit X times a year or who purchase more. Reward with points, vouchers, treatments, or credit — fully configurable to your business model.
📢
Series Promotions
Drop campaigns to nurture prospects who have expressed interest but never visited. Promotional drip sequences that bring them back — with the right offer at exactly the right time.
🛒
Purchase Products
Friendly reminder based on appointment history. If a client regularly purchases a product, send a timely reminder when they're likely running low. Drives repeat retail sales automatically.
⭐
Tell Us About Your Experience
Automatically prompt clients to write a Google review or an online booking review after their appointment. More reviews, higher ratings, better discoverability — on autopilot.
Real-Time Promotion

Real-Time Promotion
Automation — Boost

When you need to fill your calendar fast — activate Boost. Send targeted promotions by email or SMS in minutes, with granular targeting and discount controls.

Send Via
Activate Boost Email Text
When Do You Need It?
MonTueWed ThuFriSatSun PackageMembership
Services
Discounted Specific Services All-Services
Target Audience
All Contacts 30 Days Since Visit
Offer Type
Percent Off Money Off Custom
Preview & Test
See Sample Test Email Test Text

Connect yourLeads Generatortool together withSocial Media Pixelsfor tracking andGoogle Goalsso you can track your marketing sources and treatment interest in real time.

Boost Campaign — Live Results
Monday Quiet Day · 20% Off All Services · Sent Today
486
Sent
71%
Open Rate
18
New Bookings
Utilisation Threshold — <50% Booked
100% 50% 0% Mon Tue Wed ↑ Thu Fri Sat 50% limit 18 new bookings added
📧
Email blast sent — 486 contacts
Today 08:02
Sent
💬
SMS sent — 30 days since last visit
Today 08:05
Sent
📅
18 bookings received · 4 in progress
Live updates
Live
Referral Program

Automated
Referral Program

Turn your loyal clients into your best marketers. Our referral program automates the entire process — from the initial ask to the reward — so you never miss a referral opportunity.

Step 1 — New Client Offer
🎁
Create Your New Client Offer
This offer is for new customers who have been referred. When a new customer is referred to your business, they will automatically be invited to claim this new offer. Activate and customise the offer type:
Percent Off Money Off Custom Package Membership
Step 2 — Activate Program
⚡
Activate the Referral Program
Create new custom offers and go live. Once active, the entire referral flow runs automatically. Clients are invited, tracked, and rewarded without you lifting a finger. View sample emails at any time.
Percent Off Money Off Custom Package
Step 3 — Ask Clients to Refer
📤
Clients Are Automatically Asked
Clients are automatically asked to join your referral programme after a recent visit. You can also share a dedicated referral link. The system handles the invitation, tracking, and fulfilment completely automatically.
Auto Email Dedicated Link Post-Visit
Step 4 — Reward First Referral
🏆
Reward Existing Clients Who Refer
Customise the reward given to an existing client the first time one of their referrals books your new client offer. A powerful incentive that turns one referral into a chain of new clients — automatically.
Percent Off Money Off Custom Package
Fill Slow Days

Fill Last-Minute Openings
&Slow Days

Never let a quiet day go to waste. Use our built-in tools to send targeted promotions to fill gaps in your calendar — with discount codes, custom subjects, and utilisation thresholds.

📧
Send Via Email
+ Test Email
💬
Send Via Text
+ Test Text
🏷️
Enable Discounts
Create Codes
✏️
Custom Subject Line
Suggested / Custom
📊
Utilisation Threshold
< 50% Booked
👁️
See A Sample
Use / Create Template
Availability Calendar — This Week
MON
TUE
WED
THU
FRI
SAT
SUN
09:00
09:00
09:00
09:00
09:00
09:00
—
10:00
10:00
10:00
10:00
10:00
10:00
—
11:00
11:00
11:00
11:00
11:00
11:00
—
14:00
14:00
14:00
14:00
14:00
14:00
—
Low (<40%)
Medium (40–70%)
Full (>70%)
💡 Mon & Tue are under 50% — trigger Boost now
Send a targeted email and SMS to all clients with a 20% off offer for Monday and Tuesday appointments. Expected: 10–18 new bookings.

Frequently Asked Questions

What is marketing automation for clinics?
Marketing automation sends the right message to the right client at the right time, such as welcome, reminder, recall, birthday or win-back, automatically. ClinicSoftware.com runs these on rules you set, so a clinic keeps in touch without doing it by hand.
What can I automate?
You can automate welcome sequences, appointment reminders, aftercare, review requests, birthday offers and win-back messages for lapsed clients, across email and SMS.
Does automation use my client data?
Yes. Because automations sit on your client records, they target the right people and personalise each message, so marketing is relevant and measurable.
How does automation save time?
Once set up, automations run for every matching client without staff action, so the clinic markets consistently while the team focuses on treatments.
Start Harnessing the Power of Marketing Today

Grow Sales.
Save Time.
Get Organised.

Boost your business visibility, engage with clients in a more personalised way, and differentiate your services from the competition. Start harnessing the power of marketing today and watch your business grow.

Learn More → → Book a Demo
✦Automated Campaigns
✦Email & SMS
✦Referral Program
✦Real-Time Boost
✦Analytics