Your first week in CliniForm

A practical checklist for the first seven days — records, forms, bookings, messages and a live clinic day.

First-week checklist CliniForm
Clients 8 added
Forms 2 templates
Live day Tomorrow
  1. ✓ Client records created
  2. ✓ Consent form sent and signed
  3. ○ First live My Day
Illustrated preview of First-week checklist.

Walkthrough

  1. Day 1 — Records. Add 5–10 current clients. Check duplicate warnings before saving.
  2. Day 2 — Forms. Duplicate a consultation and consent template, then send one test form to yourself.
  3. Day 3 — Calendar. Add services, practitioner hours and a location. Create two test appointments.
  4. Day 4 — Reminders. Turn on email reminders (and SMS if you have credits). Book a dummy appointment for tomorrow.
  5. Day 5 — Notes. Open a consultation, write a SOAP or template note, try a voice recording, add a body map and save.
  6. Day 6 — Messages. Send a portal message or aftercare note so you can see how clients reply.
  7. Day 7 — Live day. Use My Day for check-in, treatment and checkout on real appointments.

Tips

  • Complete Practice Evolution tasks as you go — they track the same setup work.
  • Do not import a historic spreadsheet until you have run one live day. It is easier to clean data after you understand the record.

Related guides

Create your practice Open a CliniForm account, choose Free or Pro, and set up the first location so your team can start adding clients. The complete client journey Follow one client from booking to follow-up — records, forms, AI, treatment, payment and aftercare on one timeline. Run a clinic day How reception and practitioners use My Day, the waiting room and checkout from open to close. How WellNear and CliniForm work together WellNear is the public marketplace clients use. CliniForm is the practice platform you use. Bookings flow one way — into your diary and client records.