Enable Client Portal Self Registration

If you use PracticeQ's secure client portal, you can allow your clients to self register instead of sending them an invitation. 

Enable Self Registration

1. From the home page, click the speech bubble icon.
2. Click the Settings button on the top right.
3. Select the Registration tab.
4. For the question How will clients register in your portal? select the option Allow Self Registration.
5. A Registration URL will display that you can add to your website. If you have not yet customized your URL, read the following article: Vanity URLs.
6. More options will display:
   1. How will you approve self-registered clients? Choose to manually approve all registrations, or for PracticeQ to auto-approve certain groups.
   2. Would you like to be notified when a client self-registers? Select when you want to be notified, and for whom.
   3. Are you receiving Spam registrations? If you check this option, PracticeQ will include Captcha in self-registrations to filter out Spam bots.
   4. Which practitioner should be assigned to new clients? Select a default practitioner for self-registered clients.
7. Click Save.

   

Client View

• When a client receives a self registration link, they will be asked for:
  
  • First and Last Name 
  • Email 
  • Mobile Phone
  • The client can also add Notes as needed. These notes will be visible to the practitioner.
• When they click Request Access, the registration will be sent to the practice.