Client Messaging

One inbox for every client message, with trusted practice activity connected to the client record.

Client Messaging is one inbox for email, SMS and website chat. Conversations stay on the client record so reception and practitioners see the same thread.

Client Messaging inbox CliniForm
Open 4
Channels SMS · Email · Chat
SLA Under 1 hour
Emma L — Can I move Friday? — WhatsApp
James R — Aftercare received — Email
Sarah M — Parking info sent — SMS
Illustrated preview of Client Messaging inbox.

Walkthrough

  1. Install Client Messaging from Pro Apps.
  2. Connect channels: email, SMS (credits) and website live chat. WhatsApp can join when configured.
  3. Open Inbox. The left column is conversations; the middle is the thread; the right is the client record.
  4. Assign a conversation, add an internal note, or reply with a template (aftercare, parking, rebook).
  5. Use Automations for out-of-hours and Insights for response times. Do not copy clinical detail into personal WhatsApp.

Tips

  • Threads merge when the phone or email matches a client. Always check the record before discussing treatment.
  • Marketing campaigns stay separate from care messages so opt-outs are respected.

Related guides

Clients Search, create and manage client records — contact details, history, notes and linked appointments. Client messaging Keep email, SMS and WhatsApp in one inbox so conversations stay on the client record. Manage your WellNear page Edit the public WellNear listing from CliniForm — photos, about text, amenities, services, team and booking — everything clients see, without a second login. Reminders Automatic email, SMS and WhatsApp reminders for appointments, forms and outstanding payments.