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Client Portal
Offer configurable online bookings 24/7. Feature your services, match clients to an appropriate practitioner, publish an entire availability schedule or offer exclusive days and times.
14 articles
Getting started with your Client Portal for Online BookingsDefine your settings, set up practitioner profiles, map appointment types to specialties, and enable schedules for the client portal.
Enable and Disable your Client PortalEnable and Disable the Client Portal Add-On for your online bookings
Unmapping specialtiesUnmap specialties so that they don't show up in the client portal
Define your Client Portal settingsSet the look, feel, and functionality to suit your practice needs
Set up Practitioner Profiles for Client PortalDefine which practitioners will take appointments through the Client Portal for Online Bookings or HealthEngine
Map Appointment Types to your SpecialtiesConfigure appointment types to specialties to be made available for selection on the Client Portal for Online Bookings or HealthEngine
Set availability and locations for Client PortalUse schedules to set when and where your clients can book an appointment in Client Portal
Test and publish your Client Portal for Online BookingsTest run your client portal setup by booking a test appointment
Create/publish schedulesPublish your appointment availability to the Client Portal for Online Bookings or HealthEngine
Make Documents MandatoryIf your clients require a referral prior to making a booking, it is possible to make documents mandatory
Connect your Client Portal to your existing websiteHave an existing website where you'd like client's to be able to access your client portal?
Connect your Client Portal to your Social Media PlatformsConnect your Client Portal to Instagram, Linkedin and Facebook
Take a cancellation fee for bookings via the Client PortalYou can charge a cancellation fee when clients book via the Client Portal and then don't show up or cancel the appointment