Client Portal Basics!
8 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