CliniForm

Overview

CliniForm is a web-based practice-management platform for independent wellbeing professionals and small teams. It suits practices that need bookings, client records and consent workflows in one place, but its free tier is limited to five active clients.

Key features

Online booking is paired with a calendar for managing appointments, practitioner availability and treatment rooms. That combination can help clinics coordinate shared spaces as well as individual schedules. Consultation and consent forms support digital signatures and treatment-plan consent, while client records can hold consultation details, risks, treatment history, SOAP notes, payments and progress. Intake forms, packages and memberships are also supported.

The unified inbox brings SMS, email and WhatsApp conversations alongside client records, keeping communication connected to practice administration. Messaging usage charges may apply separately, so practices with frequent client contact should budget for more than the subscription. On Pro, CliniForm AI provides consultation summaries and risk flags; those tools are not part of the free plan.

Integrations include Google Drive, OneDrive, Dropbox, Make, Zapier, WordPress and WhatsApp Business. The REST API and webhooks can support connected workflows, with practice-scoped API keys on Team and Enterprise plans. Security measures include UK hosting, TLS 1.2+ connections and AES-256 encryption for health answers, treatment notes and clinical files. CliniForm also describes GDPR-oriented handling, role-based permissions, optional two-factor authentication and audit logs on team plans.

Pricing

CliniForm has a free plan and a 14-day trial. Free costs £0 and includes consultation and consent forms, manual form sending and email support, but it permits only five active clients. Existing records remain viewable and exportable after the cap is reached; growing practices will need to move to a paid plan to keep adding active clients.

Pro costs £24.99 per month, or £19.99/month when paid annually. It allows unlimited active clients and includes all standard Pro Apps, including AI consultation summaries and risk flags. Payment-processing and messaging usage charges apply separately, so the subscription price is not the full cost for practices using those services heavily.

Enterprise has custom pricing and is aimed at multi-location teams needing custom integrations, 24/7 priority support or bespoke requirements. Its fit depends on the practice's requirements and quoted terms.

Platforms

CliniForm is available on the web and through an API. Its web access suits practices managing work from a browser, while the API supports integrations and custom connections.

Who it's for

CliniForm is aimed at therapists, trainers, beauticians and clinic owners, from independent professionals to small teams. It is a particularly relevant option for practices combining treatment-room scheduling with detailed client histories, digital consent and ongoing communication. The five-client cap makes Free more suitable for a small-scale start than a growing practice.

Pros and cons

• Pros: Booking, records, forms, communication and payment processing are brought into one practice platform, reducing the need to manage those workflows separately.
• Pros: Treatment-room scheduling, digital signatures and treatment-plan consent address practical needs in appointment-based wellbeing work.
• Pros: Integrations, webhooks and a REST API offer routes to connect CliniForm with other tools.
• Cons: Free is capped at five active clients, a firm constraint for practices adding clients regularly.
• Cons: Messaging and payment-processing usage charges can add to the Pro subscription.
• Cons: AI summaries and risk flags require Pro, so they are not available to practices staying on Free.

Alternatives

Carepatron is worth considering for a practice that prioritizes a free plan with unlimited clients, 1GB storage, 100 appointments and access across web, mobile and desktop platforms. Its listed Free plan has limits on appointments, storage and tasks, while its price is in USD.

ICANotes may suit practices looking for a web-based option with a free first non-clinical user; each additional user costs $25/mo, and telehealth is a separate $20.00 per month add-on.

Sessions Health offers a free web plan for up to three clients and one practitioner, making it a smaller-scale starting point; its Professional plan is $39/month for the first practitioner.

Colib is an alternative for practices preferring Android, iOS and web access, with a Starter charge of $3 per appointment and a $9 monthly minimum.

Valant uses custom pricing that varies with practice size, provider count, workflow needs and optional features, so it is an option for practices seeking a tailored plan.

ConsultStream is another free option, available on web, iOS and Android.

EdgeCase Equalizer is a free alternative for macOS and Linux.

Zanda is a paid alternative with a free trial and support for a broad range of platforms, including Windows and macOS.

The Therapy Scheduling Software and Massage Therapy Software lists offer more options for those comparing software in those categories.

Verdict

CliniForm is a strong fit for independent wellbeing professionals and small teams that want scheduling, consent, records and communications joined in a single practice platform. Its breadth of workflows and API make it compelling for connected practices, but the five-client free cap and separate usage charges are reasons to compare alternatives before committing.