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.
What changed
- Upload and store attachments on the client record
- Control portal visibility per attachment
- Share workout plans, advice documents and other files securely
Why it matters
Share practical resources — workout plans, mental health advice and more — without emailing files outside CliniForm.
How to use it
- Open a client record.
- Go to Files or Attachments.
- Upload the document or image.
- Choose whether the client can see it in their portal.