Practice Setup
Set your practice email and details
Your practice address, ABN, phone and fees, entered once and reused on every form and report.
4 steps · 2 min read
Checked against the product on .
Before you start
- A practice owner or admin can edit practice details. Members see the saved details read-only.
- Country is selected during setup; the business-number label and fields depend on that country.
Step 1: Open Settings, then Practice details
You
Open Settings, then Practice details. Check the intended practice. Its business-number labels follow your country; ABN is the Australian label. The owner or an admin can edit practice-wide fields. Members see them read-only.
What you should seePractice details opens under Settings.
Step 2: Fill in Practice Email
You
Practice Email is separate from your login address. It appears on reports, receives replies to patient emails and routes practice notifications to that inbox. Check that your practice monitors it before saving.
Right now: this address prints on your report letterhead in place of your login email, patients reply to it, and every ClientForms notification for this practice goes here instead of to the person it concerns.
What you should seeThe field states how the address is used for patient replies, reports and all practice notifications.
If this looks different
Clearing Practice Email returns these uses to the relevant individual or login address. It is separate from the address you sign in with.
Step 3: Save Changes
You
Press Save Changes. Check the saved address. Clearing Practice Email restores the individual notification routing and report fallback to the sign-in address.
Right now: this address prints on your report letterhead in place of your login email, patients reply to it, and every ClientForms notification for this practice goes here instead of to the person it concerns.
What you should seeSave Changes stores the edited page fields.
If this looks different
If a save fails, keep the page open and correct the displayed error. Members need the owner or admin to change the setting.
Step 4: Add your professional details too
You
Your professional details, also under Settings, holds your name, title, profession and credentials. These print on the reports you send out, so it is worth doing at the same time.
What you should seeYour Professional Details has your own name, title and credentials.
Frequently asked questions
Is the practice email the same as my login?
Your login remains separate. Practice Email appears on reports, receives patient replies and routes practice notifications to a shared inbox. Set an inbox your practice monitors.
Can I change the email I sign in with?
Not from Settings. Setting a practice email covers what most practices actually want. If you do need your login address changed, contact support and we will change it for you.
What happens if I leave Practice Email blank?
Reports fall back to the sign-in address, and notifications return to the individual recipient. Clearing a previously saved Practice Email restores that routing.
Where do my fees and credentials appear?
On the forms and reports your practice sends. Practice details covers the practice-wide items like fees and cancellation policy, and Your professional details covers your name, title and credentials.
Related guides
Add your logo and colours
Put your practice logo and colours on the forms your clients open, and check them in the preview before you save.
Turn on your registration form
Switch on the form new clients fill in about themselves, and choose what it asks.
Review your consent forms
Your practice starts with consent and admin forms already drafted. Read each one, change what you want, and make it live.
Edit a consent or practice form
Update the wording or sections of a form you have already set up. Consents already signed are not affected.
Ready to try a different approach?
Calm forms for the people filling them in. Scored results and reports for you.
Full Professional access for 30 days, no card. Then a free plan with 3 forms and 10 responses.
Quiet design. Real impact.