How to Use Smart Lists in Clinic Convert to Save Time & Work Smarter
Managing contact lists manually can be time-consuming, error-prone, and inefficient — especially when your clinic is growing and patient data is constantly changing.
That’s where Smart Lists come in.
In this article (and the video below), I’ll walk you through exactly what Smart Lists are, how they work, and how you can start using them inside Clinic Convert to automate your contact management.
📌 What Are Smart Lists?
A Smart List is a dynamic contact list in Clinic Convert that automatically updates based on the filters and conditions you define.
Unlike static lists, which stay the same until you manually update them, Smart Lists change in real time as contact data changes — giving you up-to-date, segmented lists without the manual effort.
You can create Smart Lists based on:
- Custom fields (e.g. treatment type, lead source)
- Tags
- Appointment statuses
- Contact activities
- And much more!
💡 Why Use Smart Lists?
Here are just a few reasons why Smart Lists are a game-changer:
✅ Save Time: No more manual updates
✅ Stay Organized: See exactly who fits into which segment at any given time
✅ Personalise Communication: Target specific groups with relevant messaging
🎥 Watch: How to Create and Use Smart Lists
Here’s a step-by-step video tutorial showing exactly how to build and manage Smart Lists inside Clinic Convert.
🚀 Ready to Work Smarter?
Smart Lists help you keep your system clean, organized, and powerful — without lifting a finger every time something changes.
If you’d like help getting started, book a 1:1 with me — happy to guide you through it! Booking Link