Help Centre

10 results for "Messages"

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

Clients & consultations Add email to Messages Choose the address CliniForm uses to email clients, and check that their replies appear in Messages.

Clients & consultations Add WhatsApp to Messages Connect a WhatsApp Business number with Meta, then reply to clients from Messages.

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

Walkthroughs Your first week in CliniForm A practical checklist for the first seven days — records, forms, bookings, messages and a live clinic day.

Pro Apps & add-ons SMS Reminders, follow-ups, campaigns and AI-assisted messaging across appointments, forms, memberships and balances.

Pro Apps & add-ons Client Messaging One inbox for every client message, with trusted practice activity connected to the client record.

Practice settings Client portal Let clients view appointments, complete forms, read aftercare and message you from a secure login.

Clients & consultations Clients Search, create and manage client records — contact details, history, notes and linked appointments.

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.

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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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