Practice Evolution

Track your practice maturity, complete setup tasks and unlock recommended next steps.

Practice Evolution progress CliniForm
Maturity 72%
Tasks done 14 / 20
Next up Enable SMS reminders
✓ Branding configured
✓ First client added
○ Connect Online Payments
Illustrated preview of Practice Evolution progress.

Walkthrough

  1. Open Practice Evolution from the left menu.
  2. Review your maturity score and recommended actions.
  3. Complete setup tasks — branding, team, forms, first booking.
  4. Mark items done as you configure each area of the system.

Tips

  • Evolution suggestions adapt based on which Pro Apps you have installed.

Related guides

Practice settings Branding, team, reminders, client portal and AI preferences for your organisation. Pro Apps Browse, purchase and enable add-ons — Booking, POS, SMS, Client Messaging, Analytics and more — then manage your WellNear page from the same practice. Analytics (settings) Standard analytics preferences and reporting configuration — separate from the Advanced Analytics add-on. Client portal Let clients view appointments, complete forms, read aftercare and message you from a secure login.