For Clinicians: Client Portal Video Tutorials
Client Portal Video Quick Links
- Configure Your Client Portal
- Managing Availability and Calendar Overrides
- Processing Online Appointment Requests
- Customizing the Client Onboarding Experience
- How to Invite Clients to the Client Portal
- Collecting a Card on File from Clients
- Hiding Your Location Address on the Client Portal Homepage
- Using Secure Messaging
- Read Receipts in Secure Messaging
- Send New Forms Through the Client Portal
- Share a Document Through the Client Portal
Configure Your Client Portal
Set up your custom portal URL and establish practice-wide defaults for feature access, intake paperwork, and client permissions. For step-by-step instructions, see Using the Client Portal.
Managing Availability and Calendar Overrides
Set up online booking hours, assign specific services and locations to custom schedules, and block off time for holidays or vacations. Review full written instructions in Online Booking Using the Client Portal.
Processing Online Appointment Requests
Review, approve, or decline incoming client booking requests from your dashboard and manage scheduling notifications. Check out detailed steps in Managing Appointment Requests.
Customizing the Client Onboarding Experience
Tailor your client portal communications and see exactly how new clients experience their initial setup when they log in. Prefer reading? Follow our guide on Client Onboarding Settings.
How to Invite Clients to the Client Portal
Send portal invitations, customize intake paperwork and permissions, resend missing invites, and disable access when needed. If you would rather read, view our Inviting Clients and Sharing Documents in the Client Portal tutorial.
Collecting a Card on File from Clients
Set up and share the Credit Card Authorization form to securely collect and store client payment methods through Stripe. For a text walkthrough, check out Credit Card Authorization Form.
Hiding Your Location Address on the Client Portal Homepage
Protect your practice's physical location privacy by removing your address from the portal landing page while keeping appointment workflows seamless. Learn more in Hiding Your Location Address in the Client Portal.
Using Secure Messaging
Enable two-way encrypted messaging, manage client threads, and send secure portal communications and attachments. Explore complete details in Secure Messaging For Practitioners.
Read Receipts in Secure Messaging
Track when clients have opened and viewed your secure portal messages for clear communication management. See full details in Secure Messaging For Practitioners.
Send New Forms Through the Client Portal
Send or resend specific intake forms and documentation to existing clients after their initial onboarding is complete. Review full written instructions in Sharing Forms & Documents Through the Client Portal.
Share a Document Through the Client Portal
Share clinical records, educational resources, or custom PDF documents directly with clients in their portal account. Check out detailed steps in Sharing Forms & Documents Through the Client Portal.