Your profile

Update your name, email, password and personal notification preferences.

Profile settings CliniForm
Name Dr. Jane Smith
Role Owner
Email — jane@clinic.example
2FA — Authenticator enabled
Illustrated preview of Profile settings.

Walkthrough

  1. Click your name or avatar (top right) → Profile.
  2. Update display name and contact email.
  3. Change password and set up two-factor authentication.
  4. Choose which email notifications you receive.

Tips

  • Use a unique password and keep recovery codes for 2FA in a safe place.

Related guides

Billing Manage your Cliniform subscription, invoices, payment method and Practice App purchases. Security Two-factor authentication, session management and security best practices for your team. Taking payments Deposits, invoices, checkout and memberships — how money attaches to the appointment and client. GDPR, export and retention How to export a client file, handle access requests and keep records for the right length of time.