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Client Portal Basics!
Test and publish your Client Portal for Online Bookings
Test and publish your Client Portal for Online Bookings

Test run your client portal setup by booking a test appointment

Updated over a week ago

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.

This article includes:

1. To test your Client Portal
2. To publish your Client Portal


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.


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.


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