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The client list, searchable by name, phone or email. 
Patients of a dental practice with their visit history.
Every customer, one card
Each caller becomes a client card with their history, so you and the agent know who is calling and what they usually need.
What you get
- Call and visit history in one place.
- Search by name, phone or email, and filter by tag.
- Notes and fields that match your trade, such as a stylist preference or a policy number.
- Messages and consent are kept per client, so texts only go to people who agreed.
How it works
- Clients are created from calls and bookings.
- Add notes and tags as you go.
- Open a card before the next visit.
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