Your Client Portal puts your business at your clients' fingertips, letting them view and book appointments, make payments, and send documents 24/7.
Customizing Your Client Portal
Design a client portal that reflects your brand personality and resonates with your audience. Choose your colors, upload eye-catching visuals, and add custom actions for a truly unique experience.
To customize your client portal:
- Open the platform.
- Click Client Portal.
- Select Edit portal actions, Edit branding and colors and/or More editing options.
- Optional: After selecting More editing options, choose business info, scheduling and/or payment options.
- Select your customizations.
- Click Done/Save.
From the settings menu, you can also customize:
- Your contact & social media info
- Your business info
- Auto client messages & SMS
- Notification settings
Customizing Your Client Portal URL
To give your client portal a professional look and feel with a customized URL:
- Open the platform.
- Click Client Portal.
- Next to your Client Portal URL, click the edit icon
.
- Customize the ending of your URL.
- Click Done.
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