Using the Client Portal

The Client Portal gives clients a secure place to complete onboarding, manage appointments, upload documents, and interact with your practice online. Administrators control which features are available and how the portal works across the practice. The sections below outline each practice‑level setting so you can configure the portal with confidence.


In this article:

Videos


We offer short tutorials that walk through key Client Portal features and settings. These videos provide a quick overview of how the portal works for both administrators and clients. See our Client Portal video tutorials to get started.

Turning on the Client Portal


When your practice first logs into Sessions Health, the portal is off by default. Enabling it activates your practice’s unique portal link.


To turn on the Client Portal:

  1. Go to Account Settings > Portal.


  2. Select Get Started.


  3. Enter your practice’s unique link (for example: yourpractice.sessionshealth.com).


  4. Select Continue.


Portal Features


ℹ️ These toggles control what clients can do in their portal. These settings apply to the entire practice, and practitioners can only use features enabled here.

  • Online Appointment Requests: Clients can request appointments based on the availability practitioners offer. Requests appear in the practitioner’s calendar. See Online Booking Using the Client Portal.
  • Client Appointment Cancellation: Clients can cancel appointments within the cancellation window you set.
  • Secure Messaging: Clients and practitioners can exchange HIPAA‑compliant messages through the portal. See Secure Messaging for Practitioners.
  • Client Uploads: Clients can upload documents to their portal. Uploaded files appear in the client’s profile under Documents.
  • Online Payments: Clients can pay invoices and save a payment method when online payments are enabled. See Client Payments: Online Payments.

Client Onboarding Settings


Client onboarding can include basic information, forms, assessments, and any shared documents you’ve enabled. You choose which steps appear and can adjust them at any time in Forms & Documents > Forms.

  • Client Information: Collect the details your practice needs, such as demographics, contact information, preferences, or insurance.
  • Forms and Assessments: Consent forms, intake forms, and assessments appear during onboarding when enabled.
  • Shared Documents: Add documents for clients to view or download, such as worksheets or practice policies.

ℹ️ You can Create Custom Forms or use our default System Forms.

Configuring the Portal Homepage


The Client Portal homepage shows your practice name and any in‑person locations you choose to display. You can control whether your office address appears by updating your location settings in Account Settings > Service Locations. For full steps, see Hiding Your Location Address in the Client Portal.

If online booking is enabled, the I’m a new client button appears automatically when a practitioner has availability for new clients. To learn more about how booking and locations work in the portal, see Online Booking Using the Client Portal.

Notifications


Practitioners receive a notification when a client completes their onboarding, including any initial intake paperwork. You’ll also be notified in the Daily Digest when a client completes or signs a treatment plan or assessment, or uploads a document through the portal.

Frequently Asked Questions


Can I change my portal URL or link later?

Your portal URL is based on the link you chose when you first enabled the portal. If it needs to be changed, contact support@sessionshealth.com.


What happens if I disable a feature after clients have already used it?

The feature disappears from the client’s portal immediately, but any completed forms or uploaded documents remain in the client’s profile.


Can I preview the portal as a client?

Yes. Your portal link appears at the top of the Account Settings > Portal page. You can also use a test client to preview onboarding.


Do you offer personal branding and logos in the client portal?

Your client portal includes your practice name, address, and online scheduling options if you choose to enable them. We don’t currently support additional customizations such as adding your logo, but we plan to offer more flexibility for personalizing the portal in the future.


For more information on using and configuring the portal, see the articles linked above or check out our Help Center:


To see the client experience, explore our Client Portal articles or watch the Client video tutorials.

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