Client portal

Let clients view appointments, complete forms, read aftercare and message you from a secure login.

Client portal — Sarah CliniForm
Next visit Thu 9:00
Forms Up to date
Invoice £65 paid
Upcoming — Deep tissue with Amelia
Aftercare — Stretch routine
Message — Reply to reception
Illustrated preview of Client portal — Sarah.

Walkthrough

  1. Enable the portal under Settings → Client portal.
  2. Choose what clients can see: upcoming visits, forms, invoices, messages and history.
  3. Clients receive an invite link. They set a password; you never see it.
  4. After a visit, aftercare and outstanding forms appear in the portal automatically.
  5. Clients can rebook or pay invoices if those Pro Apps are active.

Tips

  • Use your branding so the portal looks like your practice, not a generic form site.
  • If a client cannot log in, resend the invite from their profile rather than resetting in email.

Related guides

Clients Search, create and manage client records — contact details, history, notes and linked appointments. Practice settings Branding, team, reminders, client portal and AI preferences for your organisation. Pro Apps Browse, purchase and enable add-ons — Booking, POS, SMS, Client Messaging, Analytics and more — then manage your WellNear page from the same practice. Practice Evolution Track your practice maturity, complete setup tasks and unlock recommended next steps.