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Secure Client Portal

Use the secure portal to send messages, files, and more to your clients.

  • Bulk Sending Client Portal Messages
  • Can Adults Use the Client Portal on Behalf of Their Dependents?
  • Client Portal Autoresponder & Welcome Message
  • Customizing Client Portal Emails
  • Customizing the Look of Your Client Portal
  • Deleting Client Portal Accounts
  • Disable Messaging in the Client Portal
  • Enable Client Portal Self Registration
  • Enable Your Booking Widget in the Client Portal
  • How to Resend a Client Portal Invitation
  • How to Revoke Access to the Client Portal
  • How to Send Forms Using the Client Portal
  • How to Share Treatment Notes Using the Client Portal
  • How to Unlock a Client Portal Account Due to Failed Login Attempts
  • Inviting Clients to Your Client Portal
  • Managing Client Portal Notifications
  • Marking a Client Portal Channel as Unread
  • Message Snippets
  • Profile Images in the Client Portal
  • Secure Client Portal Features
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