A dramatically updated Client Portal

Clients get a clearer portal for appointments, loyalty, forms and attachments — plus secure uploads that land straight on their client record.

What changed

  • Clearer visual design throughout the portal
  • Upcoming appointments, loyalty, forms and shared attachments in one place
  • Secure client uploads that slot into the client record
  • Faster, safer interaction between visits

Why it matters

Give clients a polished, self-serve experience between visits — and receive files from them without insecure email chains.

How to use it

  1. Share your portal link with clients as usual.
  2. Clients sign in to see appointments, loyalty, forms and files.
  3. They can upload attachments securely when needed.
  4. Review new uploads on the client record in your back office.

Explore features

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