The complete client journey

Follow one client from booking to follow-up — records, forms, AI, treatment, payment and aftercare on one timeline.

Sarah Mitchell — this visit CliniForm
Status Follow-up sent
Payment £65 paid
Next Thu 9:00
  1. Booked → Reminder → Form → Consent
  2. Arrived → Treatment notes → Payment
  3. Aftercare and rebooking sent
Illustrated preview of Sarah Mitchell — this visit.

Walkthrough

  1. The client books online or you create the appointment on the Smart calendar. A client record is created or matched automatically.
  2. CliniForm sends the consultation form, medical history and consent request with email, SMS or WhatsApp reminders.
  3. CliniForm AI summarises the responses and flags risks before they arrive.
  4. Reception uses My Day to mark Expected → Arrived → Waiting → In treatment.
  5. During the visit, open Treatment notes — SOAP, body map, photos, pain scores and treatment-plan consent stay on the record.
  6. After the visit, send aftercare, take payment, request a review and offer a rebooking link.
  7. Open the Client timeline anytime to see booking, reminders, forms, consent, payment, notes and follow-up in order.

Tips

  • Nothing in this journey requires a separate system. If a step lives in email or WhatsApp today, move it into CliniForm.
  • The same client record is used from the first form to multi-location reporting.

Related guides

Clients Search, create and manage client records — contact details, history, notes and linked appointments. Create your practice Open a CliniForm account, choose Free or Pro, and set up the first location so your team can start adding clients. Your first week in CliniForm A practical checklist for the first seven days — records, forms, bookings, messages and a live clinic day. Run a clinic day How reception and practitioners use My Day, the waiting room and checkout from open to close.