Compare plans. Find your fit.

Choose Basic for the essentials, try Pro free for 14 days, or talk to us about Enterprise.

Every standard Pro App is included with Pro. Activate the tools you need.

Basic
£7.99 /month

Professional client care. Simpler paperwork.

  • Unlimited client records No cap on how many clients you can add on Basic. Keep every record in one secure place.
  • Custom consultation and consent forms Build and send your own consultation and consent forms, or start from CliniForm’s professional templates.
  • Digital signatures and treatment notes Clients sign on their phone, and you keep treatment notes linked to each visit on the same record.
  • Client portal and WellNear listing Give clients an essential portal for forms and key records, plus a public WellNear listing so local clients can find you.
  • 3 team members included Includes the practice owner. Add more people with additional member seats when you need them.
  • Additional members £3.99/month each Buy extra seats from Billing when you need more than three people on Basic.

Bookings, payments, AI and other Pro Apps require Pro.

Get started with Basic

£7.99/month. Paid subscription starts at checkout.

Enterprise
Let's talk

For organisations that need white-label delivery and dedicated support.

  • Everything in Pro Enterprise includes everything in Pro, plus white-label, custom domain and dedicated support options.
  • White label & custom domain Deliver CliniForm under your own brand and serve client-facing pages on your domain.
  • Custom integrations Bespoke connections for larger organisations — talk to us about scope and delivery.
  • Dedicated account manager A named contact for onboarding, rollout and ongoing account support.
  • Staff training & SLA options Training for your team and service-level options tailored to your organisation.

SMS, WhatsApp and payment-processing usage charges apply separately from your plan. Messaging credits and Stripe processing fees are billed as used.

What you get on each plan

See included features, limits and plan differences side by side.

Compare
Feature Basic £7.99/mo Pro £24.99/mo Enterprise Contact sales
Clients and forms
Active clients About Active clients How many client records you can keep active on your plan. Basic and Pro both include unlimited active clients. Unlimited Unlimited Unlimited
Digital forms About Digital forms Send consultation and consent forms to clients digitally. Included Included Included
Professional templates About Professional templates Use CliniForm’s ready-made UK consultation and consent templates. Included Included Included
Custom form builder About Custom form builder Create and edit custom forms with fields, consent, signatures and body maps. Included on Basic and every paid plan. Included Included Included
Automated form workflows About Automated form workflows Automatic reminders and follow-up sending. Appointment-triggered forms come with the Booking Pro App. Not included Included Included
Digital consent and signatures About Digital consent and signatures Clients sign consent forms on their phone, stored securely with timestamps. Included Included Included
Body maps and uploads About Body maps and uploads Body maps plus file and photograph uploads are included on Basic, Pro and Enterprise. Included Included Included
Client care
Complete client records About Complete client records Keep client details, consultations and notes in one secure record. Included Included Included
Treatment and SOAP notes About Treatment and SOAP notes Capture review notes and SOAP documentation linked to each visit. You can also create your own note templates. Included Included Included
Voice Recordings About Voice Recordings Record your consultations — they automatically transcribe, and CliniForm AI will automatically populate your treatment notes. Not included Included Included
Treatment Plan Consent About Treatment Plan Consent Formal treatment-plan consent that clients can review and sign digitally. Included on Basic and every paid plan. Included Included Included
Client portal About Client portal Client portal is included on Basic, Pro and Enterprise for forms, records and secure access. Included Included Included
Progress tracking About Progress tracking Track measurements, goals and visual progress over time. Not included Included Included
Client timeline About Client timeline A chronological view of consultations, notes and activity for each client. Not included Included Included
CliniForm AI
Consultation summaries About Consultation summaries AI creates a concise summary after every completed consultation. Not included Included Included
Risk and missing-information flags About Risk and missing-information flags AI flags allergies, contraindications and incomplete answers before treatment. Not included Included Included
Suggested follow-up questions About Suggested follow-up questions AI recommends extra questions based on what the client disclosed. Not included Included Included
Client-history summaries About Client-history summaries AI summarises a client’s history across visits so trends are easier to spot. Not included Included Included
AI-assisted notes About AI-assisted notes Use AI support when writing structured treatment notes. Not included Included Included
Pro Apps and commerce
Point of Sale About Point of Sale In-clinic card and cash checkout linked to the client record. Included with Pro — activate the Point of Sale Pro App. Stripe processing fees remain separate. Not included Included Included
Video Consultations About Video Consultations HD video consultations with forms, notes and payments in the same session. Included with the Video Consultations Pro App on Pro. Not included Included Included
Accounts About Accounts Practice finance hub — sales, invoices, deposits, refunds, VAT and accountant-ready exports. Included with the Accounts Pro App on Pro. Not included Included Included
Practice Growth About Practice Growth Website evidence, search visibility and a prioritised action plan. Included with the Practice Growth Pro App on Pro. Not included Included Included
Loyalty About Loyalty Points, tiers and rewards that encourage return visits. Included with the Loyalty Pro App on Pro. Not included Included Included
Memberships About Memberships Recurring memberships and packages for predictable revenue. Included with the Memberships Pro App on Pro. Not included Included Included
Gift Cards About Gift Cards Sell and redeem gift cards in clinic and online. Included with the Gift Cards Pro App on Pro. Not included Included Included
Unified Inbox About Unified Inbox One inbox for email, SMS, WhatsApp and website chat on the client record. Channel usage is billed separately. Not included Included Included
Insurance claim drafts & remittance About Insurance claim drafts & remittance Insurers, authorisations, claim drafts, validation and remittance tracking. Included with Pro via Online Payments. Electronic Healthcode Clearing needs a separate Healthcode subscription. Not included Included Included
Team and reporting
Staff accounts About Staff accounts Basic includes up to 3 team members (including the practice owner). Additional Basic seats cost £3.99/month each when a Stripe seat price is configured. Pro and Enterprise include unlimited staff with no per-seat charges. Up to 3 Included Included
Role-based permissions About Role-based permissions Control what owners, managers and practitioners can see and do. Available on Basic (within seat limits) and Pro. Included Included Included
Shared client records About Shared client records Share client records across your team for continuity of care. Not included Included Included
Practice analytics About Practice analytics Understand completions, activity and practice performance. Not included Included Included
API and webhooks About API and webhooks Connect CliniForm to other tools with API access and webhooks. Not included Included Included
Audit log About Audit log A detailed log of system activity for accountability and compliance. Not included Included Included
Platform and support
UK-hosted secure storage About UK-hosted secure storage UK-hosted storage with encryption for health records, notes and clinical files. Included Included Included
Two-factor authentication About Two-factor authentication Protect staff accounts with an extra sign-in step. Included Included Included
Custom branding About Custom branding Present your own logo and branding on client-facing forms and emails. Not included Included Included
Multiple locations About Multiple locations Basic and Pro include one location. Enterprise / Agency covers multi-location practices with Multi-Clinic. 1 location 1 location Enterprise / Agency
White label About White label Deliver CliniForm under your own brand. Enterprise / Agency only. Not included Not included Enterprise / Agency
Custom domain About Custom domain Serve client-facing pages on your own domain. Enterprise / Agency only. Not included Not included Enterprise / Agency
Support level About Support level Basic includes email support. Pro adds priority help. Enterprise includes 24/7 dedicated support. Email Priority 24/7 dedicated

SMS, WhatsApp and payment-processing fees are billed separately from your plan.

Explore the apps included with Pro

Activate the tools you need on the same client record. Software access is included with Pro — messaging usage and Stripe processing fees are billed separately.

Available to activate

Booking

Run every appointment from booking to checkout.

  • Online booking and smart calendar
  • Practitioner availability, rooms and resources
  • My Day and Reception Board
  • Waiting room and client check-in
Explore Booking
Available to activate

Unified Inbox

Keep every client conversation together.

  • Email, SMS and WhatsApp
  • Website live chat
  • Shared conversation timeline
  • Assignment and internal notes
Explore Unified Inbox
Available to activate

Online Payments

Make it easier to get paid.

  • Payment requests and secure links
  • Deposits and appointment payments
  • Invoices and receipts
  • Insurance billing and remittance
Explore Online Payments
Available to activate

Point of Sale

Bring in-practice checkout into CliniForm.

  • Card and cash checkout
  • Products and treatments
  • Client-linked transactions
  • Receipts and refunds
Explore Point of Sale
Available to activate

Video Consultations

Deliver secure remote consultations.

  • Client waiting room
  • Appointment-linked video access
  • Connected client records
  • Consent and file sharing
Explore Video Consultations
Available to activate

Accounts

Keep practice finances in one place.

  • Sales and collections overview
  • Invoices, deposits and refunds
  • VAT and expenses
  • Accountant-ready exports
Explore Accounts
Available to activate

Practice Growth

Turn online evidence into a clear growth plan.

  • Website evidence scans
  • Search visibility checks
  • Prioritised action plan
  • Growth audits
Explore Practice Growth
Credits required

SMS

Send reminders and campaigns that get seen.

  • Appointment reminders
  • Form reminders
  • Message templates
  • Client campaigns
Explore SMS
Available to activate

Memberships

Create predictable recurring revenue.

  • Membership plans
  • Treatment packages
  • Session balances
  • Recurring payments
Explore Memberships
Available to activate

Gift Cards

Let clients purchase and share treatments.

  • Digital gift cards
  • Custom values
  • Balance tracking
  • Redemption at checkout
Explore Gift Cards
Available to activate

Loyalty

Reward clients for returning.

  • Loyalty points
  • Custom rewards
  • Visit and spend rules
  • Reward balances
Explore Loyalty
Available to activate

Inventory

Keep products and stock under control.

  • Product catalogue
  • Stock levels
  • Low-stock alerts
  • Supplier details
Explore Inventory
Available to activate

Advanced Analytics

Understand the performance of your practice.

  • Revenue and appointment reporting
  • Client growth and retention
  • Service performance
  • Practitioner performance
Explore Analytics
Available to activate

Multi-Clinic

Manage every location from one account.

  • Multiple locations
  • Shared client records
  • Location-specific teams
  • Central administration
Explore Multi-Clinic
Enterprise / Agency

White Label & Agency

Deliver CliniForm under your own brand.

  • Custom branding
  • Branded client experience
  • Custom domains
  • Managed practices
Explore White Label
Available to activate

CliniForm AI Team

Put intelligent automation to work across the practice.

  • AI-assisted workflows
  • Treatment timeline assistance
  • Structured information extraction
  • Clinical section locking
Explore CliniForm AI Team

Questions before you choose

Straight answers about Basic, Pro, extra charges, migration and support.

What is the difference between Basic and the Pro trial?

New customers start with 14 days of Pro — unlimited clients and every standard Pro App, with no card required and no automatic billing. Afterwards you can choose Basic (unlimited clients, up to 3 team members including the owner, standard features, no Pro Apps) for £7.99/month, or stay on Pro for £24.99/month. Extra Basic team seats are £3.99/month each when configured.

What happens when the Pro trial ends?

After 14 days, choose Basic for £7.99/month or Pro for £24.99/month (or the annual Pro price) and complete checkout. Nothing is charged automatically. If you do not subscribe, your account moves to a subscription-required state — records stay visible and exportable.

Which charges are additional?

Your plan covers CliniForm software access. SMS, WhatsApp and Stripe payment-processing fees are billed separately as you use them. Standard Pro Apps are included with Pro — you activate the tools you need.

Can I change plans later?

Yes. After your trial you can choose Basic or Pro, and you can change plans later from Billing. Contact us if you need Enterprise for white label, custom domains or multi-location delivery.

What happens to my records if I downgrade?

Your client records stay in CliniForm. Basic and Pro both include unlimited active clients. Pro Apps pause if you leave Pro, but your records remain visible and exportable. We never archive clients automatically.

When is Enterprise the right fit?

Choose Enterprise when you need white label, a custom domain, Multi-Clinic, dedicated support, staff training or SLA options that go beyond a single-location Pro practice.

No card required. No automatic billing.