1. Profiles with your own fields
The owner decides what every profile contains.
- Field types: text, long text, number, date, choice list and yes or no.
- Required fields: your team cannot add a patient until the required details are filled in.
- Examples: date of birth, insurance number, allergies, preferred practitioner.
- Hide or show: turn a field off and the values already saved are kept.
2. Privacy by role
Not everyone on the team should see everything.
- Who sees a field: choose the employee roles that can see each field.
- Who edits it: choose the roles that can change it. Everyone else sees it read-only, or not at all.
- Owner access: you, as the owner, always have full access.
- Enforced by the system: hidden values are never sent to people without access.
3. Tags and internal notes
Context that helps the next person who sees the client.
- Tags: labels such as Diabetic or VIP that you can filter by.
- Notes thread: internal notes on each profile, newest first, with the author and time.
- Not shared: notes are internal and are never shown to the client.
4. Finding clients
From the customers page, narrow the list quickly.
- Search: by name, email or phone.
- Filters: tags, country, join date, and whether they have orders.
- Source: see whether a client registered online or was added by your team.
5. Staff and billing
The team and the money side of the clinic.
- Shifts and attendance: schedule practitioners and see attendance logs.
- Leave: requests and approvals for time off.
- Invoices: build your invoice layout and, in Jordan, send invoices to the tax department.
Ready to run it on Workspace?
Start free, or tell us about your business and we will show you a setup that fits.