← Back to search results

Messages

Read and reply to email, SMS, WhatsApp and website chat in one inbox, on the client record.

Messages is the practice inbox. Connect each channel once under **Messages → Channels**, then the team replies from **Messages**. Other emails in a personal mailbox are not imported.

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 Client Messaging from Pro Apps if Messages is not in the left menu.
  2. Open Messages → Channels. Each card shows whether email, SMS, WhatsApp and website chat are connected.
  3. Email. Choose Manage email, then Change connection. See Add email to Messages.
  4. WhatsApp. Choose Connect WhatsApp, then Connect with Meta. See Add WhatsApp to Messages.
  5. SMS. Buy credits if the card says No credits, then send from the inbox. SMS replies need SMS Credits.
  6. Website chat. Choose Set up website chat and add the chat to your site. Visitors’ messages arrive in Messages.
  7. Open Messages to reply. The conversation stays on the matching client when the phone number or email matches.
  8. Use Templates for aftercare, parking and rebooking. Use Automations for out-of-hours replies.

Tips

  • Sending a message is not the same as receiving replies. Use Send test email or Send test WhatsApp, then reply, before you rely on the channel.
  • Do not copy clinical notes into personal WhatsApp or a private mailbox. Care belongs on the client record.

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.