Practice Apps›Client Messaging

Client Messaging

SMS, email and WhatsApp. One conversation history.

Bring every client conversation together inside CliniForm — connected to the client record your team already uses.

✓ INCLUDED WITH PRO

WhatsApp usage charges apply separately

Unlock with Pro Watch interactive demo
SMS usage is charged separately. Email and website chat require a connected and configured channel.

Website message arrives

Step 1 of 8
New website-chat message from Emma

Click a step — or watch it play every 3 seconds.

No switching tabs. No searching for context. No missed replies.

The problem

Client communication should not live in five different places.

When messages are divided between personal phones, email accounts and separate booking tools, replies get duplicated—or missed completely. Client Messaging gives the whole practice one clear place to respond.

Email inboxMobile phoneSMS providerWebsite-chat dashboardBooking notificationsStaff messages
→
CliniForm InboxOne shared, client-linked view
One workspace

Respond with the full picture already beside you.

ETEmma ThompsonWebsite chat · New enquiry
Unassigned
Emma · Website chat

Hi, do you have any massage appointments available this week?

Website chatChoose a template

Write a reply…

Every message together

Email, SMS, website chat and CliniForm activity appear in one organised workspace.

ETEmma ThompsonWebsite chat · New enquiry
Unassigned
Emma · Website chat

Hi, do you have any massage appointments available this week?

Website chatChoose a template

Write a reply…

The client context is already there

See appointments, outstanding forms, recent treatment activity, alerts and balances without leaving the conversation.

ETEmma ThompsonWebsite chat · New enquiry
Waiting on client
Emma · Website chat

Hi, do you have any massage appointments available this week?

Olivia Bennett · Sent

Hi Emma, we have Thursday at 14:30 available. Would you like me to book that for you?

Website chatAvailability reply selected

Hi Emma, we have Thursday at 14:30 available…

Your team knows what needs attention

Assign conversations, leave internal notes and see what is open, waiting or complete.

A real day in your practice

From first question to follow-up—nothing gets lost.

Every event stays attached to the same operational picture, even as different team members take over.

  1. A client asks to move an appointment
  2. The message appears in the shared Inbox
  3. Reception sees the booking and client record
  4. The conversation is assigned and answered
  5. A form reminder sends automatically
  6. An aftercare check-in is delivered
  7. The manager reviews messages awaiting attention
What it helps you do

Powerful where it matters. Calm everywhere else.

Respond

  • ✓Shared Inbox
  • ✓Email and SMS replies
  • ✓Website chat
  • ✓Attachments
  • ✓Delivery and read status
  • ✓Message templates

Work together

  • ✓Conversation assignment
  • ✓Internal notes
  • ✓Live viewing and typing indicators
  • ✓Priorities
  • ✓Waiting states
  • ✓Team notifications

Save time

  • ✓Appointment reminders
  • ✓Form reminders
  • ✓Payment follow-ups
  • ✓Aftercare check-ins
  • ✓Review requests
  • ✓Test mode before activation

Stay in control

  • ✓Roles and permissions
  • ✓Audit history
  • ✓Retention controls
  • ✓Export and redaction
  • ✓Channel health
  • ✓Messaging insights
Built around CliniForm

More than an inbox—it understands your practice.

Generic inbox tools show you a message. CliniForm shows you the client, their next appointment, outstanding forms, recent activity and what needs to happen next.

  • Client Records
  • Appointments
  • Consultation Forms
  • Review Notes
  • Payments
  • Memberships and Packages
  • Video Consultations
  • WellNear booking attribution, when available
ETEmma ThompsonWebsite chat · New enquiry
Unassigned
Emma · Website chat

Hi, do you have any massage appointments available this week?

Website chatChoose a template

Write a reply…

Automations

Thoughtful follow-ups, without relying on memory.

Every automation can be reviewed in test mode before a client receives anything.

01Incomplete form reminderReview timing, channel and template
02Appointment confirmationReview timing, channel and template
03Appointment reminderReview timing, channel and template
04Missed appointment follow-upReview timing, channel and template
05Post-treatment check-inReview timing, channel and template
06Payment reminderReview timing, channel and template
07Review requestReview timing, channel and template
Made for your practice

Useful across the way wellness teams really work.

Massage therapistsAftercare, form reminders and appointment changes
PhysiotherapistsExercise follow-ups and review reminders
CounsellorsSecure appointment communication
Beauty practicesBooking questions, patch-test reminders and aftercare
Personal trainersSession changes and progress check-ins
Multi-clinic teamsAssignments, shared history and location visibility
Before and after

Replace fragmented communication with a shared workflow.

Without Client MessagingWith Client Messaging
Messages across different toolsOne shared Inbox
Staff reply without knowingLive viewing and assignment
Search separately for client contextClient record beside the message
Follow-ups rely on memoryControlled automations
No clear ownershipOpen, waiting and closed states
Separate reportingMessaging insights and channel health
Security and control

Built for sensitive client communication.

CliniForm protects the copy stored in your practice account. Email, SMS and other external channels retain their own security limitations.

  • ✓Encrypted stored message content and attachments
  • ✓Practice roles and permissions
  • ✓Detailed audit logging
  • ✓Configurable retention controls
  • ✓Controlled export and redaction
  • ✓Designed to support UK GDPR responsibilities
Client Messaging

Included with CliniForm Pro

One organised place for your practice’s client messages — activate from the Practice App Store when you are ready.

  • ✓ Shared Inbox
  • ✓ Templates
  • ✓ Automations
  • ✓ Team collaboration
  • ✓ Website chat
  • ✓ Messaging insights
  • ✓ Connected client records
Unlock with Pro Start 14-day Pro trial
SMS credits and WhatsApp messaging charges are not included.
Frequently asked questions

Everything you need to know before adding Client Messaging.

Which channels can I connect?+

Client Messaging supports email, one-to-one SMS and website chat. Channel setup and availability are shown clearly inside CliniForm.

Is WhatsApp available?+

WhatsApp is included with CliniForm Pro. Connect your channel inside Client Messaging — WhatsApp messaging charges apply separately.

Are SMS messages included?+

No. SMS credits and any applicable communication charges are purchased separately.

Can clients reply to emails?+

Yes. When your email channel is connected correctly, replies can return to the linked conversation in CliniForm.

Can multiple team members use the Inbox?+

Yes. Permissions, assignments, internal notes and collaboration indicators help the whole authorised team work together.

Does it link messages to client records?+

Yes. CliniForm can match a message to the client record and show relevant appointments, forms, recent activity and balances.

Can I send automated reminders?+

Yes. Controlled workflows cover forms, appointments, payments, aftercare and review requests.

Can I test automations before activating them?+

Yes. Test mode records what would have happened without contacting a client.

How is message data protected?+

CliniForm encrypts stored message content and attachments and applies practice permissions, audit history and retention controls. External email and SMS channels retain their own security characteristics.

Does it work for sole practitioners?+

Yes. A sole practitioner can use the same Inbox, templates and follow-up tools without needing a larger team.

Is Client Messaging included in my plan?+

Client Messaging is included with CliniForm Pro. Activate it from the Practice App Store — no separate app purchase required on Pro.

What happens if I cancel my CliniForm account?+

Access to purchased Practice Apps requires an active CliniForm account. Review your data retention and export needs before cancellation.