Help Centre

4 results for "Messages" in Clients & consultations

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.

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

Still need help?

Contact our team for help with your account or using CliniForm.

Contact Support

New to CliniForm? Book a guided demo.

More resources

Academy, status and security

CliniForm Academy

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

Watch guides →

Product Tour

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

Take the tour →

What’s New

Recently released features and full release notes.

See what’s new →

System status

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

Check status →

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.

Developer docs →