sales CRMFeaturesThe front desk books a patient with a doctor or into a room. The CRM won't let two people take the same slot, and marking a visit as Arrived bills the service and calculates the doctor's percentage.
Patient scheduling in 95sales happens in the Appointments section. The front desk books a patient for a service with a specialist and in a room at a set time, then marks whether the patient showed up. Appointments are linked to the patient record, the price list and payroll, so one mark updates the money, the balance and the doctor's earnings at once.
Doctor calendars in 95sales come in three views, and you switch between them with one click.
| View | What you see | Best for |
|---|---|---|
| Specialists | The day in columns by doctor: time, patient, service, room, status | Front desk staff |
| Rooms | The day in columns by room: physical therapy room, massage room, pool | Centers with procedures and equipment |
| List | All appointments for a day, week, month or custom period, filtered by doctor, room or status | Managers reviewing the schedule |
At the top are period totals: how many were booked, how many showed up and what share that is, how many were no-shows, and the day's revenue from single services and package sessions. If you run several clinics, the schedule filters by branch, and each room can be assigned to a branch.
The CRM checks for overlaps by doctor and by room at the same time. You can't book two patients with one specialist at the same time, taking visit length and working hours into account: the CRM offers free specialists for that slot instead. A busy room gets a warning. Scheduled and completed visits count. Canceled ones free up the slot. This matters most when several admins are booking at once, or when bookings come both from the front desk and over the phone.
Online booking in 95sales CRM is a widget on the clinic's website (added with one line of code) plus a booking link like app.95sales.com/b/<clinic> that you can share on social media, in ads or in a messenger. You turn it on in settings, and it works in English, Ukrainian and Russian.
What the patient sees. They pick a service, a specialist and a free time slot, leave their name and phone number, and that's it — no phone call, no waiting for the front desk to reply.
What the clinic gets.
There's no SMS code confirmation for online bookings: the clinic sees the booking in the schedule and calls the patient back if needed.
The sales team can book a visit straight from a lead record with the "Book an appointment" button. In the booking window, one search line looks through patients (including discharged ones), open leads and the archive of your old database. "+ New" creates a patient right there with a duplicate check by phone, and "+ Custom service" covers a service that isn't in the price list yet. A built-in guide walks managers through the steps.
A doctor with the Doctor role sees only their own appointments and patients, by day within working hours or by week. After the visit, the doctor marks Arrived, confirms the total (it can go up if something was added) and leaves a required comment on what was prescribed; the comment is stored encrypted. When a visit is booked or moved, the doctor gets a personal notification.
The CRM can send patients automatic appointment reminders by Viber and SMS: a day before the visit and an hour before. The clinic turns reminders on in its settings and writes its own texts with placeholders for name, date, time, service, address and specialist; a checkbox in the booking window controls each visit. Messages go out through TurboSMS, either via the 95sales platform or with the clinic's own TurboSMS key. Viber goes first, and if it isn't delivered, an SMS follows. The booking shows which channel delivered the message.
Reminders cover a specific appointment only. There are no bulk SMS or Viber campaigns, no SMS to leads and no emails to patients.
A no-show in 95sales is a visit with the No-show status, and these visits are counted separately. Period totals show how many patients didn't come and what share of booked patients made it to the visit. In List view, you can filter no-shows by doctor, room and period. The CRM suggests the next step: call and rebook.
A study of 10 clinics found an average no-show rate of 18.8% (Kheirkhah et al., BMC Health Services Research, 2016). Even part of that is a real loss of schedule time, so review no-shows weekly by doctor and service.
A treatment package is sold as one charge for the full amount, and each package visit then uses up one session. In the schedule, such a visit is marked "package 3/10", so the front desk sees how many sessions are left. When the sessions run out, the CRM won't let you mark another package visit and suggests selling a new one. More on this: price list and treatment packages.
Completed visits flow into payroll automatically. Single services count at the service price. Package visits count at the package price divided by the number of sessions. A doctor whose name matches the payroll sheet gets a percentage of their own services with no manual math.
Care homes and hospices usually don't need scheduling. They work with beds and admissions and the care plan.
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FAQ
Yes, if the clinic has turned on online booking. Through the website widget or the booking link, the patient picks a service, a specialist and a free time slot. The booking lands in the schedule right away, marked "online" and with its ad source.
Yes, if the clinic turns them on. Reminders go out a day and an hour before the visit by Viber, with SMS as a fallback, through TurboSMS. The clinic writes its own texts. There are no bulk campaigns or emails to patients.
When booking, the CRM checks the doctor's and the room's time for the full visit length. A busy doctor blocks the booking, and the CRM suggests free specialists for that slot.
Yes. Every visit marked Arrived goes into payroll, and the doctor gets a percentage of their own services automatically.
Yes. The schedule filters by branch, rooms are assigned to a branch, and a service can have a different price at each branch.
No. The CRM handles patients, scheduling, doctor notes with ICD-10 and money, while eHealth, e-prescriptions and official medical forms stay in the EHR. More in the guide CRM vs EHR.
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