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Client Messaging

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

Messages is the shared inbox for email, SMS, WhatsApp and website chat. Connect each channel once, then the team replies in Messages. Conversations stay on the client record.

Client Messaging inbox CliniForm
Open 4
Channels Email · WhatsApp · SMS
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 if Messages is not in the left menu.
  2. Open Messages → Channels.
  3. Email: Manage email, then Change connection. Connect Google, Microsoft, a business address, or CliniForm email. See Add email to Messages.
  4. WhatsApp: Connect WhatsApp, then Connect with Meta. Choose or create the business account and number. See Add WhatsApp to Messages.
  5. SMS: buy credits when the card says No credits. Website chat: Set up website chat and place the chat on your site.
  6. Open Messages to reply. Send a test on email or WhatsApp and reply to it before you treat the channel as ready.
  7. Use Templates for repeated replies and Automations for out-of-hours. Assign a conversation or add an internal note when someone else should take it.

Tips

  • Replies appear in the same conversation. Your other emails are not imported.
  • Outside WhatsApp’s 24-hour window, send an approved template rather than a free-form message.

Related guides

Messages Read and reply to email, SMS, WhatsApp and website chat in one inbox, on the client record. Add email to Messages Choose the address CliniForm uses to email clients, and check that their replies appear in Messages. Add WhatsApp to Messages Connect a WhatsApp Business number with Meta, then reply to clients from Messages.