Testing out your Client Portal before making it available to your clients will ensure you cover all the bases for your setup and give you the opportunity to experience what it is like to book an appointment with your practice online.
To test your Client Portal
We recommend loading your Client Portal in a new web browser, and booking several appointments.
Using dummy client names like 'Test Test' will help you confirm your appointment tests in your calendar later on.
Confirm that appointments are visible in your calendar.
You may feel like updating some settings (as listed above) to refine your Client Portal as you desire.
🛑 Please, make sure to delete the test appointments you created later.
💡Client Portal bookings are marked with a small triangle in the top-right of the appointment block.
💡If an existing client wants to create an appointment then they'll need to use the exact same first name, last name, and date of birth as their client file in coreplus. Any information they enter in the booking such as phone number, email will override the existing data in their file in coreplus.
💡If an existing client uses a different first name, last name, and date of birth while making the booking then a new client file will be created for them with the data they entered while making the booking.
To publish your Client Portal
You are ready to encourage your clients to use your Client Portal.
We recommend adding a button to your website; labelled Book Online.
Contact your website administrator, web designer, or web developer for help.
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!