Client Portal Setup

The client portal gives your clients a branded, self-service experience. Here's how it works:

Inviting Clients

From a client's profile, click the option to send a portal invitation. The client receives an email with a link to set up their portal access. They can sign in with a password or request a magic link (passwordless login via email).

What Clients See

The portal is branded with your practice name, logo, and accent color. Clients can:

• •Dashboard — see their next appointment with a countdown timer, action items (incomplete forms, unpaid invoices), active programs, and recent messages
• •Appointments — view upcoming and past appointments, request new appointments via your booking page, cancel or request reschedules
• •Messages — send and receive secure messages with you
• •Billing — view outstanding balances, pay invoices, and see package usage
• •Documents — access pending intake forms, completed forms, and homework assignments
• •Notes — view session notes you've chosen to share (via the "Share with Client" toggle on notes)
• •Programs — track enrollment progress through program phases and milestones

Telehealth from the Portal

When a client has an upcoming telehealth appointment, a Join Session button appears 15 minutes before the scheduled start time.

Customizing the Portal

The portal automatically uses your practice branding (name, logo, brand color) from Settings → Practice. No additional configuration is needed.