Client portal
A calm front door for your clients.
Invite a client and they set up their own login. From the portal they can book an open slot from your working hours, cancel with at least 24 hours' notice, complete and sign forms, message you securely, view and pay invoices, and choose how they'd like to be reminded.
Why it helps
What it does for you
Self-scheduling
Clients choose from open slots based on your hours, buffer and booking window, so nothing lands where it shouldn't.
Cancellations with notice
Clients can cancel online up to 24 hours ahead. Closer than that, they're asked to message you instead.
Forms and e-signatures
Intake questionnaires, consents and assessments arrive in the portal and come back completed, signed and scored.
Secure messages
A private thread with you inside the portal, instead of personal email or texts.
Invoices and payments
Clients see what they owe and can pay by card when online payments are switched on.
Reminder preferences
Clients choose email, text or both for their appointment reminders.
How it works
A few steps, mostly out of your way.
Step 1: Send an invite
Invite the client from their chart. They receive a link to set up their login.Step 2: They choose a password
Portal accounts are separate from yours and only see that client's own records.Step 3: They handle the admin
Booking, forms, payments and reminder settings, at a time that suits them.Step 4: You see it all
Bookings land on your calendar; forms, messages and payments appear in the chart.
What’s included
- Invite-based client accounts
- Online booking from your working hours
- Online cancellation with 24 hours' notice
- Forms with e-signature
- Secure messaging
- Invoices and card payments
- Reminder preferences
Good to know
- A client only ever sees their own appointments, forms, messages and invoices.
- You can switch online booking off, and set how soon and how far ahead clients can book.
- Card payments in the portal need online payments to be connected. See billing for details.
Open the door to your practice
Practice features come with the Clinician plan, alongside unlimited notes. The free Starter plan covers notes only.
