Client Portal Login and Actions: Client Side

The client portal provides everything your clients need, from scheduling appointments to accessing documents like invoices and payment history. 

View Your Client Portal as a Client

As an administrator, you can also view the portal as a client to better understand your client’s experience.

To view your client portal as a client:

1. Open the platform.
2. Go to Client Portal.
3. Click View as Demo Client.

Access Your Client Portal URL

To add or edit your URL:

1. Open the platform.
2. Go to Client Portal.
3. Click the edit icon under “Client Portal URL.”
4. Enter your desired URL.
5. Click the edit icon   to make changes if needed.
6. Click Done to save your changes.

To copy your URL:

1. Open the platform.
2. Go to Client Portal.
3. Under the “Client Portal URL”, click the Copy button.