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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.
15Branding, team, reminders, client portal and AI preferences for your organisation.
Read guide → Practice settings Pro AppsBrowse, purchase and enable add-ons — Booking, POS, SMS, Client Messaging, Analytics and more — then manage your WellNear page from the same practice.
Read guide → Practice settings Practice EvolutionTrack your practice maturity, complete setup tasks and unlock recommended next steps.
Read guide → Practice settings Analytics (settings)Standard analytics preferences and reporting configuration — separate from the Advanced Analytics add-on.
Read guide → Practice settings Client portalLet clients view appointments, complete forms, read aftercare and message you from a secure login.
Read guide → Practice settings RemindersAutomatic email, SMS and WhatsApp reminders for appointments, forms and outstanding payments.
Read guide → Practice settings BrandingLogo, colours and practice name on emails, the portal, forms and client-facing pages.
Read guide → Practice settings Team accountsInvite practitioners and reception, assign roles and control who can see notes, billing and settings.
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 →