Step-by-step guides for every part of the software.
FormAlert keeps a record of every patient who has visited or booked at your clinic. Each patient's phone number is their unique identifier — if the same number books again, it links to the same patient record.
Go to Patients in the main navigation.
You will see a list of all patients on your account, sorted by most recent visit.
Each row shows the patient's name, phone number, and last visit date.
Use the search bar at the top of the Patients page.
You can search by patient name or phone number — results appear as you type.
Click a patient to open their profile.
The patient profile shows their full name and phone number.
You can see all past appointments for that patient — each showing the date, service, and status.
Click any past appointment to see its full details and any WhatsApp messages sent.
A new patient record is created the first time someone books an appointment — either online or when you create it manually.
The phone number is used as the unique identifier. If the same phone number books again, it links to the existing patient record automatically.
Patients can view their own appointments using the patient portal link unique to your clinic.
Patients enter their phone number to log in with an OTP. They can see their upcoming and past appointments.
Share the portal link from the Share page.