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Secure Client Portal

Exchange messages, files, and more with your clients through a secure portal.

  • 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 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
  • Sharing Files in the Secure Client Portal
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Categories

  • Getting Started
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
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