Customize Your Client Portal with vcita

Take control of your client experience by learning how to customize the Client Portal and manage language preferences for your audience.

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

Customize 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, Branding & Colors, or More Options.
4. Choose your customizations.
5. Click Save.

Customize Your Client Portal URL

To customize your Client Portal 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.

Choosing Your Languages

You can pick which languages your clients can use in your settings. When you turn on more than one language, the buttons and titles will change to match what the client picks.

1. Open the platform.
2. Click Settings.
3. Click Business Profile.
4. Pick the languages you want to show in the Client Portal.
5. Put the languages in the order you want them to appear.
6. Click Save.

Changing a Client's Language for Them

You can also change a client's language yourself.

1. Open the platform.
2. Click Clients.
3. Click on a client's name to open their client card.
4. Under "Contact Information," click on Show More.
5. Next to Communication details, click the pencil icon.
6. Select the preferred language for the client.
7. Click Save.

How Translations Work

The platform handles some words automatically, but you have to type others yourself.

Automatic Changes

The platform automatically changes the main buttons and standard messages. These will match the language saved in the client's file.

What is included:

• Client Portal (buttons, menus, titles)
• Default, unedited Email and SMS messages, such as emails for meeting schedules or SMS for payment reminders

What is not included:

• Custom content like service names, descriptions, marketing campaigns, widgets, and auto-replies.

Manual Changes

The platform does not translate things you wrote yourself. You must type the translations for these items:

• Names and descriptions of your services.
• Emails you wrote yourself.
• Tools on your website.
• Questions on your forms.

A Tip for Custom Words

To show two languages at once for things like service descriptions, use a forward slash.

1. Open the item you want to edit, like a service description.
2. Type the words in the first language.
3. Type a forward slash (/).
4. Type the words in the second language (for example: Hello/Hola).

Frequently Asked Questions

Q: What happens if I do not translate my service descriptions?

The platform will only show the words exactly as you typed them. If you want clients to see a different language, you must type it in yourself using the slash trick.

Q: How does the platform pick the first language for a new client?

The system starts with your main business language. Once a client picks a new language in the portal, the platform remembers it for next time.

Q: Can I find all clients who speak a certain language?

Yes, you can use the "Language" filter in your client list. This helps you find specific groups if you want to send them special messages.

 

Q: How many languages can I use at one time?

You can enable as many languages as the platform supports in your settings. For manual translations like service names, use the slash trick for up to three languages to keep the text readable.

Q: Does the platform translate my automated appointment reminders?

The standard system text in reminders will translate automatically based on the client's language. Any custom text you added to the reminder template will remain in the language you used when writing it.

Related to

• client portal