Client Portal
Offer configurable online bookings 24/7. Feature your services, match clients to an appropriate practitioner, publish an entire availability schedule or offer exclusive days and times.
15 articles
- Enable and Disable your Client PortalEnable and Disable the Client Portal Add-On for your online bookings
- Unmapping specialtiesUnmap specialties so that they don't show up in the client portal
- Define your Client Portal settingsSet the look, feel, and functionality to suit your practice needs
- Set up Practitioner Profiles for Client PortalDefine which practitioners will take appointments through the Client Portal for Online Bookings or HealthEngine
- Map Appointment Types to your SpecialtiesConfigure appointment types to specialties to be made available for selection on the Client Portal for Online Bookings or HealthEngine
- Set availability and locations for Client PortalUse schedules to set when and where your clients can book an appointment in Client Portal
- Test and publish your Client Portal for Online BookingsTest run your client portal setup by booking a test appointment
- Create/publish schedulesPublish your appointment availability to the Client Portal for Online Bookings or HealthEngine
- Make Documents MandatoryIf your clients require a referral prior to making a booking, it is possible to make documents mandatory
- Connect your Client Portal to your existing websiteHave an existing website where you'd like client's to be able to access your client portal?
- CUSTOM - Define your Client Portal for Online Bookings SettingsSet the look, feel and functionality to suite your practice needs
- Connect your Client Portal to your Social Media PlatformsConnect your Client Portal to Instagram, Linkedin and Facebook
- Take a cancellation fee for bookings via the Client PortalYou can charge a cancellation fee when clients book via the Client Portal and then don't show up or cancel the appointment