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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.
15Open a CliniForm account, choose Free or Pro, and set up the first location so your team can start adding clients.
Read guide → Walkthroughs Your first week in CliniFormA practical checklist for the first seven days — records, forms, bookings, messages and a live clinic day.
Read guide → Walkthroughs The complete client journeyFollow one client from booking to follow-up — records, forms, AI, treatment, payment and aftercare on one timeline.
Read guide → Walkthroughs Run a clinic dayHow reception and practitioners use My Day, the waiting room and checkout from open to close.
Read guide → Walkthroughs How WellNear and CliniForm work togetherWellNear is the public marketplace clients use. CliniForm is the practice platform you use. Bookings flow one way — into your diary and client records.
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 →