Help Centre

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Pro Apps & add-ons CliniForm AI Team Run a practice briefing, ask a role for a draft, and approve it before anything is sent or saved.

Walkthroughs How WellNear and CliniForm work together WellNear is the public marketplace clients use. CliniForm is the practice platform you use. Bookings flow one way — into your diary and client records.

Pro Apps & add-ons Manage your WellNear page Edit the public WellNear listing from CliniForm — photos, about text, amenities, services, team and booking — everything clients see, without a second login.

Getting started Smart calendar Day and week views with practitioners, rooms, availability and live appointment status.

Practice settings Reminders Automatic email, SMS and WhatsApp reminders for appointments, forms and outstanding payments.

Practice settings Branding Logo, colours and practice name on emails, the portal, forms and client-facing pages.

Practice settings Team accounts Invite practitioners and reception, assign roles and control who can see notes, billing and settings.

Billing & security Taking payments Deposits, invoices, checkout and memberships — how money attaches to the appointment and client.

Getting started Notifications The bell in the top bar — appointment changes, form completions, messages and payments.

Billing & security GDPR, export and retention How to export a client file, handle access requests and keep records for the right length of time.

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Academy, status and security

CliniForm Academy

Short video walkthroughs — setup, forms, consultations and support.

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Product Tour

See the platform: records, calendar, AI, notes, payments and Pro Apps.

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What’s New

Recently released features and full release notes.

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System status

Live health of hosting, email, storage and related services.

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Security & compliance

UK hosting, encryption, GDPR and how we protect client data.

API & developers

REST API, webhooks and how to connect CliniForm to your stack.

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