Team & availability

Your team, organised. Your diary, connected.

Bring practitioners and reception together with team access, individual working hours and shared calendars—so everyone can see what needs to happen next.

14 days free. No card required. No automatic billing.

Unlimited team members included with Pro.

Illustrative product preview of a CliniForm team calendar with staff and availability cards

Team members

Bring your whole team into one workspace.

Invite practitioners and staff, manage membership and keep your practice working together.

  • Invite team members by email
  • See active members and pending invitations
  • Manage access as your team changes
Illustrative product preview of the CliniForm team member list and invitation

Roles & access

Give each person the access their role needs.

Choose from supported roles such as Practice Manager, Therapist, Receptionist, Reception + POS, Administrator and Custom, so people see the tools their responsibilities need.

  • Assign supported team roles
  • Manage access to practice tools
  • Review access when responsibilities change
Illustrative product preview of CliniForm role and access settings

Working hours

Set availability around the way each person works.

Keep weekly working hours, recurring breaks and holiday time off organised for each practitioner, making it easier to plan appointments.

  • Set working hours per practitioner
  • Account for breaks and unavailable time
  • Keep availability alongside the diary
Illustrative product preview of weekly working hours and availability editing

Shared diaries

See the team’s day in one clear view.

Review practitioner diaries together and choose appointment times that fit their availability. Shared calendars and online booking are part of the Booking Pro App on Pro.

  • View practitioner calendars together
  • Identify available appointment times
  • Check scheduling conflicts before saving
Illustrative product preview of shared practitioner diaries and a time conflict warning

Connected client records

Keep the handover connected to the client.

Keep appointments, forms and treatment history together, helping authorised team members prepare for each visit within their role permissions.

  • Review upcoming visits and form status
  • Keep notes attached to the client record
  • Support continuity between appointments
Illustrative product preview of visit preparation on a shared client record

Plan value

Room for your team to grow.

Team logins are available on Basic and Pro. Shared diaries, practitioner availability and online booking need the Booking Pro App on Pro.

Basic

£7.99/month

A smaller team with the core client workspace.

  • Up to 3 team members included
  • Additional members £3.99/month each
  • Roles, client records, forms and notes

Frequently asked questions

Practical answers about team access, availability and shared diaries.

How many team members are included?

Basic includes up to 3 team members (including the practice owner). Additional Basic seats are £3.99/month each. Pro and Enterprise include unlimited team members.

Can each practitioner have different working hours?

Yes. With Booking on Pro, you can set weekly working hours per practitioner, add recurring breaks, mark holiday time off, and add one-off extra bookable hours outside the usual pattern.

Can reception manage appointments?

Yes. The Receptionist role can view and manage clients and calendar appointments (including create, edit and cancel), waiting room and My Day. Treatment notes stay with roles that include clinical access, such as Therapist.

Can I control access to client information?

Yes. Each person is assigned a supported role—such as Practice Manager, Therapist, Receptionist, Reception + POS, Administrator or Custom—with the matching permissions. You can change someone’s role when their responsibilities change. Owner access cannot be changed from the team access screen.

What happens when someone leaves the team?

You can deactivate a member or remove them from the practice. Inactive members no longer count toward seats and lose access. Historical appointments and client records remain in the practice; bookable practitioner profiles are managed separately in Booking.

How does availability affect online booking?

When Booking is enabled on Pro, public and portal booking only offer times that fit a practitioner’s working hours, after breaks and holiday time off are applied, and that are not already taken. Times that conflict are rejected when saving.

Still have a question? Contact us

Bring your team and diary together.

Organise access, availability and appointments in one connected practice workspace.

Ready for Basic? Get started for £7.99/month.

14 days free. No card required. No automatic billing.