Know your client
Clients and history
Keep contact details, history and client information together.
When information is scattered, every new contact starts from scratch. Clendar’s client record brings contact details closer to appointment history. Depending on account features, forms, materials and conversations help your team prepare the next step with more context.
A relationship with continuity
Accessible contact details
Keep client information up to date and open the record within your service workflow. Check the details before sending messages or sharing materials.
Organize the record
Review the name, contact details and information necessary for the service.
History that supports continuity
Review previous appointments and operational notes. This context helps organize follow-up and understand what has already been agreed with the client.
01
Organize the record
Review the name, contact details and information necessary for the service.
02
Consult the history
Check previous appointments and available answers before continuing the relationship.
03
Prepare the next contact
Select materials and guidance relevant to the client’s needs.
Know your client
Clients and history
Keep contact details, history and client information together.
Connected forms and materials
Use the features included in your plan to collect answers and share guidance. Decide which content may be used externally and which information must remain internal.
Availability in your plan
Client records connect to scheduling. Forms, materials, AI and clinical tools depend on account benefits and permissions.
Common questions
Does appointment history replace a clinical record?
No. Client details and operational history serve a different purpose from clinical features. Healthcare businesses should use the appropriate tools and professional permissions.
Can AI access every piece of client information?
Customer-facing service should use only authorized information and materials. Review agent configuration and team access.