Once you have enabled your Client Portal, you will need to configure the below components to ensure it is ready for publishing. If you have the advanced features enabled on your client portal, a link to continue with the configuration is available to follow on with.

Check out our below video on setting up Client Portal on your account!

If you prefer text, please view these guides:

Define your client portal settings

Update your practitioner profiles

Map specialities to appointment types

Create/publish schedules

Test and publish your client portal

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