Customize Your Client Portal

Your Client Portal puts your business at your clients' fingertips, letting them view and book appointments, make payments, and send documents 24/7. 

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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:

  1. Open the platform.
  2. Click Client Portal.
  3. Select Edit portal actions, Edit branding and colors and/or More editing options.
  4. Optional: After selecting More editing options, choose business info, scheduling and/or payment options.
  5. Select your customizations.
  6. 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:

  1. Open the platform.
  2. Click Client Portal
  3. Next to your Client Portal URL, click the edit icon .
  4. Customize the ending of your URL.
  5. Click Done.

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