Maximise your appointment availability by enabling the client portal to allow your clients an online booking option. You can also disable it at any time you want!
💡 The client portal includes a two-factor authentication to ensure only real bookings will reach you, this will occur an SMS charge per booking as per your coreplus subscription. Learn more about two-factor authentication here.
💡 You can enable your client portal before having other parts of the setup complete, however, the client portal will not be usable until other components are completed.
Enable the client portal
1. Navigate to the left of your Dashboard.
2. Go to Setup > Add Ons > Client Portal.
3. Fill out the form and hit Submit.
4. Select the Enable button, accept the Terms and Conditions by ticking the box and click I Agree.
💡 After completing Step 3, our coreplus staff will proceed with the setup and email you once done. Please, proceed with Step 4 once confirmed.
Disable the client portal
1. Navigate to the left of your Dashboard.
2. Go to Setup > Add Ons > Client Portal.
3. Change the toggle next to My Client Portal to Disabled.
Please let us know if you have any questions and don't forget to rate this help article below so that we can continue to improve our support to you!