Boost client engagement and lighten your team’s workload. Allow clients 24/7 access to book appointments, track billing activity, and update their information through a secure client portal.
Clients look after their appointments, invoices and forms themselves, so your team takes fewer calls.
Upcoming and past appointments are listed in one place. Clients can confirm a booking, or reschedule or cancel it, within the rules you set.
Clients see every invoice with its status, download it as a PDF, and pay an open invoice by card when online payments are turned on.
Forms you send appear in the portal with their status. Clients fill them in there and can download a copy once completed.
Clients sign in with their email and a six-digit code. Family members who share an email choose whose profile to open.
The portal shows your business name or logo, your colour and border style, and an important notice when you need one.
The smaller details that make the portal easy to share and easy to use.
Email a client a secure portal login link from their profile.
Add your portal link to a button on your website or share it on social media.
Clients open the files you share with them and can upload their own.
Clients see their upcoming classes, check in and cancel a booking.
Every payment is listed with its amount, status and date.
Clients keep their name and date of birth up to date themselves.
Turn invoices, payments, forms and the booking link on or off in the portal.
Allow online rescheduling and cancelling, and set how far ahead each must happen.
A top menu on desktop and a bottom tab bar on phones.
Grow and scale your business with an all-in-one practice management platform.