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Find clear, step-by-step guides to setting up and using CliniForm.
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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.
15Search, create and manage client records — contact details, history, notes and linked appointments.
Read guide → Clients & consultations ConsultationsClinical sessions linked to clients — notes, forms, photos and treatment history in one place.
Read guide → Clients & consultations Treatment notesWrite structured SOAP or custom review notes, attach body maps, photos and voice recordings, and keep everything on the client record.
Read guide → Clients & consultations Note templatesBuild custom treatment note layouts beyond SOAP, Session or General Notes, and set a default so consultations open ready to go.
Read guide → Clients & consultations Voice recordingsRecord voice notes during or after a consultation, play them back on the treatment note, and keep them with the client record.
Read guide → Clients & consultations AI notes from voiceUse CliniForm AI to transcribe a voice recording and pre-fill SOAP or custom note template fields — you review and save before anything is final.
Read guide → Clients & consultations Client attachmentsUpload files to a client record and choose which stay private to the practice and which the client can see in their portal.
Read guide → Clients & consultations CliniForm AIHow CliniForm AI reviews form responses, summarises history and highlights risks before treatment begins.
Read guide → Clients & consultations Client messagingKeep email, SMS and WhatsApp in one inbox so conversations stay on the client record.
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.
Read more →API & developers
REST API, webhooks and how to connect CliniForm to your stack.
Developer docs →