How can we help?
Find clear, step-by-step guides to setting up and using CliniForm.
Popular topics
Browse by topic
Every walkthrough and page guide in one place.
51 WalkthroughsEnd-to-end journeys for setting up and running your practice.
5 Getting startedDashboard, My Day, calendar and day-one setup.
5 Clients & consultationsRecords, notes, AI, voice recordings and attachments.
9 Forms & templatesTemplates, consent, sending and completing forms.
2 Practice settingsBranding, team, portal and practice configuration.
8 Billing & securitySubscription, payments, security and GDPR.
5 Integrations & APIAPI, webhooks and third-party connections.
2 Pro Apps & add-onsPro Apps that extend CliniForm for your clinic.
15Edit the public WellNear listing from CliniForm — photos, about text, amenities, services, team and booking — everything clients see, without a second login.
Read guide → Pro Apps & add-ons BookingOnline bookings connected to consultations, reminders and client history.
Read guide → Pro Apps & add-ons Point of SaleFull practice checkout: treatments, retail, packages, memberships, gift cards, commissions, Stripe Terminal, Tap to Pay and end-of-day reconciliation.
Read guide → Pro Apps & add-ons SMSReminders, follow-ups, campaigns and AI-assisted messaging across appointments, forms, memberships and balances.
Read guide → Pro Apps & add-ons Online PaymentsDeposits, full payments, packages, memberships, gift cards, QR / email / SMS payment links, invoices and saved cards.
Read guide → Pro Apps & add-ons InventoryProducts, consumables, expiry dates, suppliers, purchase orders, minimum stock, treatment deduction, barcodes, waste and margins.
Read guide → Pro Apps & add-ons Advanced AnalyticsPractice health, therapist performance and AI insights that explain why numbers moved and what to do next.
Read guide → Pro Apps & add-ons Gift CardsDigital and physical cards with QR/barcode, email delivery, wallet passes, scheduled send, balance check and partial redemption.
Read guide → Pro Apps & add-ons Memberships & PackagesUnlimited plans, visit packs, installments, pause/freeze, cancellation rules, Stripe recurring billing, usage tracking and family memberships.
Read guide → Pro Apps & add-ons LoyaltyBronze to VIP tiers, rewards for visits and spend, birthdays, referrals, challenges, achievements and AI recommendations.
Read guide → Pro Apps & add-ons Multi-ClinicLocations, staff permissions, cross-location bookings, shared clients and stock, transfers, combined reporting, separate branding and tax, central admin.
Read guide → Pro Apps & add-ons Agency & White LabelAgency dashboard to manage clients, resell licences, invoice, custom branding, own domain, white-labelled portal, usage reports, agency billing and support.
Read guide → Pro Apps & add-ons AI TeamAI Receptionist, Clinical Assistant, Marketing Manager, Finance and Practice Manager — digital teammates for the whole practice.
Read guide → Pro Apps & add-ons Video ConsultationsEnd-to-end digital consultations: waiting room, HD video (WebRTC), forms and notes beside the call, live AI SOAP notes, signatures, Stripe charge, aftercare and rebooking — not "just Zoom inside CliniForm".
Read guide → Pro Apps & add-ons Client MessagingOne inbox for every client message, with trusted practice activity connected to the client record.
Read guide →Still need help?
Contact our team for help with your account or using CliniForm.
New to CliniForm? Book a guided demo.
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.
Read more →API & developers
REST API, webhooks and how to connect CliniForm to your stack.
Developer docs →