Client messaging

Keep email, SMS and WhatsApp in one inbox so conversations stay on the client record.

Unified inbox CliniForm
Open 4
Channels SMS · Email · WhatsApp
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 Unified inbox.

Walkthrough

  1. Install Unified Inbox / Client Messaging from Pro Apps if you do not see it in the menu.
  2. Connect email, SMS (credits) and WhatsApp Business.
  3. Open a conversation from the inbox or the client profile — replies stay attached to that client.
  4. Use templates for aftercare, reminders and rebooking so reception is consistent.
  5. Do not copy clinical detail into personal WhatsApp. If it is about care, it belongs here.

Tips

  • WhatsApp, SMS and email threads for the same client appear as one conversation when numbers match.
  • Marketing campaigns are separate from one-to-one care messages — keep opt-outs respected.

Related guides

Clients Search, create and manage client records — contact details, history, notes and linked appointments. Consultations Clinical sessions linked to clients — notes, forms, photos and treatment history in one place. Treatment notes Write structured SOAP or custom review notes, attach body maps, photos and voice recordings, and keep everything on the client record. Note templates Build custom treatment note layouts beyond SOAP, Session or General Notes, and set a default so consultations open ready to go.