Client portal
Patient portal software
Give clients their own secure area to book, reschedule and cancel appointments, view invoices and download their files — cutting admin while raising your service.
The client portal turns your practice into a self-service experience without losing control. From a clean dashboard, clients see their next appointment, book a new one, reschedule or cancel within your policy, view and pay invoices, and download the files you share — on desktop or as a mobile app.
Self-service that clients love
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Book & manage visits
Clients book new appointments and self-reschedule or cancel within the policy you set.
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Invoices & payments
They can view invoices, balances and open a secure payment page.
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Files & forms
Share files securely and surface forms, all gated by the portal features you enable.
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Installable & branded
The portal is a fast, installable web app that carries your practice branding.
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How to enable the portal
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1
Turn on the portal
In Settings → Online Booking, enable the client portal and set its URL name.
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2
Choose portal features
Toggle which sections clients see — appointments, invoices, files and forms.
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3
Set your policies
Configure your cancellation and reschedule rules so self-service stays within your limits.
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4
Invite clients
Clients register or sign in at your portal address and manage their own care.
Every portal action respects your rules — self-cancel and self-reschedule honour your policy and re-check live availability — so clients get freedom while your schedule stays protected.
Frequently asked questions
Can clients reschedule themselves?
Do I control what clients can see?
Is the portal mobile-friendly?
Give clients a portal of their own
Turn on the client portal in minutes. Free for 14 days, no card required.
Start your free trial