Help Centre

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Find clear, step-by-step guides to setting up and using CliniForm.

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51 guides · 8 sections

All guides

Every walkthrough and page guide in one place.

51 Walkthroughs

End-to-end journeys for setting up and running your practice.

5 Getting started

Dashboard, My Day, calendar and day-one setup.

5 Clients & consultations

Records, notes, AI, voice recordings and attachments.

9 Forms & templates

Templates, consent, sending and completing forms.

2 Practice settings

Branding, team, portal and practice configuration.

8 Billing & security

Subscription, payments, security and GDPR.

5 Integrations & API

API, webhooks and third-party connections.

2 Pro Apps & add-ons

Pro Apps that extend CliniForm for your clinic.

Billing & security

Billing & security Billing

Manage your Cliniform subscription, invoices, payment method and Practice App purchases.

Read guide → Billing & security Security

Two-factor authentication, session management and security best practices for your team.

Read guide → Billing & security Your profile

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

Read guide → Billing & security Taking payments

Deposits, invoices, checkout and memberships — how money attaches to the appointment and client.

Read guide → Billing & security GDPR, export and retention

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

Read guide →

Still need help?

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

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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 →