What’s new

The latest from CliniForm

Discover new features, improvements and integrations designed to make running your practice simpler.

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New 8 October 2026

Treatment note templates

Build your own review notes instead of being limited to SOAP, Session, Treatment, Procedure or General Notes — and set a default so consultations open ready to go.

Open note settings Learn more

Latest improvements

October 2026

New Pro

CliniForm AI Notes

CliniForm AI can now pre-fill treatment notes from voice recordings — for SOAP or your custom templates — while you stay in control of review and save.

Open consultations

New All plans

Client attachments

Save files directly on the client record and choose which attachments clients can see in their portal — ideal for workout plans, advice sheets and shared documents.

Open clients

New All plans

Client Pause

Pause a client to stop reminders, emails and messages for both of you, while keeping their records safely stored in your back office.

Open clients

Improved All plans

Form builder rebuild

A complete rebuild of the form builder — easier creation and editing, clearer structure, and improved logic control.

Open forms

September 2026

Improved All plans

Free plan

Free plan — up to 5 active clients, with forms, notes and the client portal included so you can try CliniForm properly before upgrading

Learn more

Improved All plans

WellNear

WellNear — easier categories and specialities, a clearer checklist for photos and services, and a better preview of how local clients will see your practice

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Improved All plans

Client records

Client records — Send form now sits before Sent forms, so inviting someone to complete a form is easier to find

Learn more

Improved All plans

Pro Apps

Pro Apps — browse available apps, see what you already use, and check for updates in a clearer order

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Improved All plans

Dark mode

Dark mode — menus, forms and key screens are easier to read when you work in dark mode

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New All plans

WellNear listing quality

WellNear listing quality — a clear checklist for cover photos, services, hours, team and more, plus a preview of how clients will see you

Learn more

New All plans

Help Centre

Help Centre — walkthroughs with illustrated previews for every Pro App, plus guides for clinic days, forms, notes, payments and WellNear. Search updates the guides as you type

Learn more

Improved All plans

Bookings

Bookings — the Smart calendar now keeps rooms, practitioners and availability together. Online and WellNear bookings create or match a client automatically and show up in My Day

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Integration All plans

File storage

File storage — connect Google Drive, OneDrive or Dropbox so completed consultations can go to the folder your practice already uses

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Integration All plans

Website forms

Website forms — connect WordPress, Make or Zapier so CliniForm can work with the tools your practice already relies on

Learn more

Improved All plans

Features tour

Features tour — CliniForm as one connected practice platform: records, calendar, AI, notes, messages, payments and growth in one place

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Improved All plans

Homepage

Homepage — a simpler story for new visitors: stop piecing the practice together with separate systems, and explore the platform from the first enquiry onwards

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Integration All plans

Client Messaging

Client Messaging — one inbox for SMS, email, website chat and WhatsApp, connected to the client record your team already uses

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New All plans

14-day Pro trial

14-day Pro trial — explore the full platform (£0 today; card required; cancel during your trial)

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Improved All plans

Pro Apps marketplace

Pro Apps marketplace — easier to activate what you use, with clearer Pro, Enterprise and FAQ guidance

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August 2026

Integration All plans

Make and Zapier connections

Make and Zapier connections — start practice workflows automatically when forms, clients, appointments, notes or payments change

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New All plans

Choose what to share

Choose what to share — select the activity that matters to your workflow and leave everything else switched off

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New All plans

Delivery history

Delivery history — see when an update was sent, whether it arrived and when CliniForm tried again

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Integration All plans

WordPress

WordPress — clearer guidance for adding consultation forms and client access to your practice website

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Improved All plans

Integration pages

Integration pages — partner logos, practical examples and setup guidance that are easier to scan

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Improved All plans

Safer connections

Safer connections — clearer controls for who can connect tools, and confidence that updates reach the right place

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New All plans

Structured Review Notes

Structured Review Notes — SOAP, Treatment, Procedure, Session and General templates, with pain score and the previous note to hand

Learn more

Improved All plans

SMS Credits

SMS Credits — shown as a credit pack, including how many messages the starter pack buys

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Improved All plans

Body diagrams

Body diagrams — Left Side and Right Side now match the figure you are marking

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July 2026

New All plans

Video Consultations

Video Consultations — waiting room, in-session video, live AI SOAP notes, payment collection and client timeline

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New All plans

AI Team

AI Team — digital staff roster with reception, clinical, finance and marketing assistants

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New All plans

Pro Apps hub

Pro Apps hub — browse, install and manage add-ons from one place in your backoffice

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New All plans

Point of Sale

Point of Sale — checkout on the visit with card reader support, receipts and a live sales view

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New All plans

Online Payments

Online Payments — deposits, payment links and invoices tied to bookings and consultations

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Improved All plans

Booking workflows

Booking workflows — online book → calendar → waiting room → My Day → payment on one client record

Learn more

January 2026

New All plans

CliniForm AI

CliniForm AI — clinical summaries, red flags and missing-information alerts

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CliniForm is built around the needs of real practices. Tell us what would make your working day easier.

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