Run a clinic day

How reception and practitioners use My Day, the waiting room and checkout from open to close.

My Day — live today CliniForm
Arrived 3
Waiting 2
In treatment 2
Sarah M · 9:00 · Arrived · Forms complete
James R · 10:30 · Waiting · Consent signed
Emma L · 14:00 · Expected · Consent due
Illustrated preview of My Day — live today.

Walkthrough

  1. Open My Day at the start of the day. Confirm the practitioner filter and today's rooms.
  2. For each arrival, change status to Arrived, then Waiting. Forms and consent show as secondary indicators.
  3. When a room is free, move the client to In treatment. The practitioner opens notes from the same row.
  4. Use Waiting Room or Reception display on a tablet or TV if clients need a public board.
  5. After treatment, mark Ready for checkout. Take payment, book the next visit and send aftercare.
  6. Review no-shows and outstanding invoices before you leave.

Tips

  • Pin My Day in the browser for reception. Practitioners can filter to their own column.
  • If a form is still outstanding at arrival, send it again from the appointment row — do not start a paper copy.

Related guides

My Day Reception and practitioner workspace for running today's clinic — appointments, check-in and quick client access. 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. The complete client journey Follow one client from booking to follow-up — records, forms, AI, treatment, payment and aftercare on one timeline.