← Back to search results

Add email to Messages

Choose the address CliniForm uses to email clients, and check that their replies appear in Messages.

Email in Messages is the address your practice sends from. Replies to those messages come back into the same conversation. CliniForm does not import the rest of a Gmail or Outlook mailbox.

Email settings CliniForm

Sending Google

Replies In Messages

Mailbox import Off

Change connection — Google, Microsoft, business email

Send test email — then reply to it

Current address stays active until the new one succeeds

Walkthrough

1. Open Messages → Channels.
2. On the Email card, choose Manage email.
3. Choose Change connection. The current address keeps sending until the new connection succeeds.
4. Google / Gmail. Choose Connect Google and sign in to the Google account that should send client email. Use Reconnect Google if that account later needs attention.
5. Microsoft / Outlook. Choose Connect Microsoft and sign in to the Microsoft account that should send client email.
6. Business email (an address on your own domain, such as hello@yourpractice.co.uk). Enter the sender name and the full address, then Continue. Add the authentication DNS records CliniForm shows. Do not change your existing MX records — your normal inbox stays where it is. Choose Check domain verification, then Verify email address. Open any confirmation email, then verify again. When it is verified, choose Activate this address.
7. CliniForm email. Choose this when you want to send from the CliniForm address. Set the sender name clients will see, then Use CliniForm email.
8. Personal Gmail or Outlook addresses cannot use business-email DNS setup. Connect Google or Microsoft for those.
9. Back on Channels, choose Send test email, send it to yourself, and reply. Sending alone does not prove replies are arriving. The Email card should then show receiving as ready.