Clients
Search, create and manage client records — contact details, history, notes and linked appointments.
Client list & profile
CliniForm
Total clients
1,248
Active
892
New this month
34
Emma Lawson — emma@example.com — Last visit 3 days ago
James Turner — james@example.com — Membership active
Sophie Chen — sophie@example.com — Form pending
Walkthrough
- Go to Clients in the left menu.
- Search by name, email or phone, or use filters for tags and status.
- Click a client to open their full record — appointments, forms, notes and payments.
- Use Add client to create a new record; duplicate checks help avoid double entries.
- From a client profile, book appointments, send messages or start a consultation.
Tips
- Merge duplicate clients from the client profile if the same person was added twice.
- Client portal access is managed under Settings → Client portal.