Healthcare & Personal Care
Clinics, pharmacies, spas, beauty salons, and wellness centers
Essential Modules
CoreThese modules form the core of a complete Healthcare & Personal Care setup.
Appointments
Appointment scheduling with calendar, reminders, and staff availability
Patient Records
Patient medical records, treatments and prescriptions
Customers
Customer management with CRM features, lifecycle tracking, tags, and activity timeline
Services
Service catalog with duration, pricing, and staff assignment
Staff
Employee profiles, documents, and organizational structure
Recommended Modules
OptionalThese modules add extra features to enhance your setup.
Invoicing
Invoice generation, numbering series, and payment tracking
Sales & POS
Point of sale terminal with fast checkout, payment processing, and receipt printing
Cash Register
Cash register management with opening/closing, cash counts, and shift tracking
Schedules
Business hours, holiday schedules, and availability management
Online Booking
Public online appointment booking page for customers
Inventory
Stock management with barcode scanning, low-stock alerts, and movement tracking
Messaging
Customer communication via WhatsApp, SMS, and email with CRM automations
Notifications
Centralized notification and alert system
Feedback
Customer feedback, NPS scores and satisfaction surveys
GDPR & Privacy
GDPR consent management, data subject requests and privacy compliance
Document Templates
Customizable document templates for receipts, invoices, and reports
Reports
Custom report builder with saved reports and scheduled delivery
Suggested Roles
9Pre-configured roles for a Healthcare & Personal Care business. Each role comes with the right permissions.
Practitioner
AppointmentsViews appointments and customer information.
Receptionist
AppointmentsManages appointments, customers, and staff schedules.
Document Editor
DocumentsCreates and manages document templates.
HR Manager
HR & StaffFull access to staff, schedules, attendance, and leave.
Warehouse Clerk
InventoryManages inventory and warehouse operations.
Accountant
InvoicingManages invoices and document templates.
Communications Manager
Messaging & NotificationsManages messaging and notification settings.
Cashier
Point of SaleProcesses sales, handles payments, basic customer lookup.
Service Provider
ServicesManages the service catalog.
Start your Healthcare & Personal Care with ERPlora
Create your free account and set up your business in minutes. All essential modules are included at no cost.