Run practice email through Outlook 365
Connect Outlook 365 from Client Messaging so outbound and inbound email stays linked to the right client — alongside SMS and website chat.
- Included with Client Messaging
- Send and receive on the client record
- Authorise Microsoft securely
- Disconnect at any time
What you can automate
Honest capability status — nothing implied as live unless it is.
Workflow example
Example: Follow-up after a visit
- A practitioner opens the client in Client Messaging
- They send an email from the connected Outlook 365 mailbox
- The client replies to the same address
- CliniForm attaches the reply to the client thread
- Reception sees the conversation next to SMS and chat
Supported events and actions
Capability, direction and honest status for technically minded buyers.
| Capability | Direction | Status |
|---|---|---|
| Send email | CliniForm → Outlook 365 | Supported |
| Receive replies | Outlook 365 → CliniForm | Supported |
| Client-linked threads | CliniForm | Supported |
| Mailbox OAuth | Microsoft → CliniForm | Supported |
How to connect
A short path from zero to a saved Outlook 365 connection.
Open Client Messaging
Go to Messaging channels → Email in the practice backoffice.
Connect Microsoft
Choose Connect Microsoft and authorise the mailbox CliniForm should use.
Send a test
Send a short email from a client thread to confirm delivery and replies.
Security & controls
Built to protect access and keep your practice in control.
Security
- OAuth tokens are stored per practice — connecting Outlook 365 for one practice does not share access with another.
- Staff only use the mailbox the practice has authorised.
- You can disconnect at any time and reconnect a different account.
FAQs
Where do I connect Outlook 365?
In the practice backoffice under Client Messaging → Email — not the general Integrations settings screen.
Does this replace my normal inbox?
No. CliniForm sends and receives through your authorised Outlook 365 mailbox, and keeps those threads on the client record.
Can I use a personal address?
Yes if Microsoft allows that mailbox for the practice. Many practices prefer a shared practice address.
Continue building your connected practice
Connect Outlook 365 with the other tools your practice already uses.
Make
Build visual, multi-step workflows around CliniForm events.
Zapier
Connect CliniForm activity to thousands of business tools.
WordPress
Embed consultation forms directly into your practice website.
Google Drive
Keep completed consultation files organised in Google Drive.
OneDrive
Send practice files into your Microsoft 365 storage.
Dropbox
Store consultation exports in a shared Dropbox workspace.
CliniForm Pro Apps
Get more from CliniForm
Expand your practice platform with focused tools that work together from day one.
Booking
Keep every appointment connected to your consultations, client records and reminders.
SMS
Reminders, follow-ups, campaigns and AI-assisted messaging across appointments, forms, memberships and balances.
AI Team
AI Receptionist, Clinical Assistant, Marketing Manager, Finance and Practice Manager — digital teammates for the whole practice.
Ready to connect Outlook 365?
Create your CliniForm practice, open Client Messaging → Email, and authorise Outlook 365.