Thai Clinic App
The CRM in Thai Clinic App keeps one customer record for everybody who comes into the clinic: name, contact details, as many addresses as they need, free-form notes, and the treatments, packages and sales already recorded for them. The customer list can be filtered by customer number, name, phone or mobile number, so the record is open before the caller has finished saying who they are. Custom fields let you add what your treatments really need — an oil allergy, a preferred pressure — to every record, and make it mandatory if it matters. Customer records are part of every plan.
How it works
- Every customer gets one record: name, contact details, and as many addresses as they need.
- Search and filter the whole customer list by name, phone or mobile number.
- Add free-form notes at any time — an allergy, a preference, anything the therapist should know next visit.
- Recorded treatments, packages and sales appear on that customer's timeline, with notes on their own tab — the full history is one click away.
What you get
- Searchable customer directory
- Multiple addresses per customer
- Free-form customer notes
- Unified treatment history (treatments, packages, sales)
- Discounts tracked per customer (from Pro)
- Custom fields — add your own fields to the customer form, no code required
Who it's for
- A shop keeping customer phone numbers in a chat app and allergies on sticky notes that go missing between shifts.
- A clinic where a returning customer should be greeted with what was done last time, not with the same questions again.
- A spa that has to record something specific on every customer, such as a skin condition or a pressure preference.
- A team of therapists who all need the same note, so whoever takes the next appointment is not guessing.
An example from everyday use
A customer rings to book and gives only a first name and a mobile number. The front desk types the number into the customer list filter, the record opens, and the history tab already shows what was recorded for that person: treatments, packages and sales, each with the date, the therapist and the price. A note from the previous visit says which oil caused a reaction; notes sit on their own tab, so it did not get lost between appointments. Because the clinic also made that an extra field of its own, the field is on the form for every new customer, and marked mandatory so nobody skips it.
Need to track something specific — a skin condition, an oil allergy, a preferred pressure level? Custom fields let you add it to every customer record yourself, and mark it mandatory if it matters.
Frequently asked
Can I find a customer by phone number?
Yes. The customer list filters by customer number, name, phone and mobile number, so typing the digits a caller is ringing from opens their record while they are still saying hello. The record carries contact details, every address, the notes tab and the treatments, packages and sales already recorded.
Can I add my own fields to a customer record?
Yes. A custom field is defined once for the whole clinic, with a name, a minimum and maximum length and a pattern if you need one, and then appears on every customer form. Marking a field mandatory means a record cannot be saved without it.
Is the CRM included in every plan?
Yes. Customer records, search, notes, several addresses per customer and custom fields are in Starter and up. The one part of this page that needs Pro is the discount and package balance shown per customer, because discounts themselves start with Pro.