At a Glance
The day book is the clinic's record of the day's activity — appointments, sales, payments and takings — in one view, so owners can see how each day performed. ClinicSoftware.com builds the day book from live data, making the daily close quick and the day's story clear.
What is the day book?
The day book summarises everything that happened in a day: appointments, sales, payments and takings. It is the daily snapshot of the business. ClinicSoftware.com compiles it from live data.
How does the day book help?
At a glance it shows how busy and how profitable the day was, and it is the basis for cashing up, so the daily close is quick and accurate.
Can you compare days?
Yes. Because each day is captured, you can compare performance across days and spot patterns such as your busiest and quietest times.
Frequently Asked Questions
What is the day book?
A summary of the day's appointments, sales, payments and takings in one view. ClinicSoftware.com compiles it from live data.
How does it help?
It shows how busy and profitable the day was and is the basis for cashing up.
Can I compare days?
Yes. Each day is captured, so you can compare performance and spot patterns.
Is it automatic?
Yes. The day book builds from live data.
How It Works in ClinicSoftware
01
Open the day book for the date
02
Review appointments, sales and takings
04
Compare against other days
The Day Book is your primary scheduling interface. See all appointments across every therapist and room for any given day. Drag to reschedule, click to view full appointment details, monitor real-time fill rate, and manage walk-ins — all from a single, colour-coded view that works on any device.
How It Works
01
Select a date using the calendar navigator in the top bar
02
Switch between Day, Week, and Month views using the view toggle
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Click any empty time slot to open the quick-book panel instantly
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Drag and drop any appointment to reschedule — changes sync in real time across all devices
Key Features
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Day / Week / Month Views
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Therapist Column Layout
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Room & Resource View
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Colour-Coded Services
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Drag-and-Drop Reschedule
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Real-Time Fill Rate
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Quick-Book Panel
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Print Day Sheet
Pro Tips
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Use the week view every Monday morning to plan resource allocation for the full week
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Colour-code by service type to make the diary visually readable at a glance across a busy team
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Print the day sheet as a paper backup before every shift in case of connectivity issues
