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:

Video Tutorial


This video provides a quick walkthrough to get started with the Client Portal.


See our Client Portal video tutorials for more videos.

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


You can customize the messages clients see when they’re first invited to the portal.


Email Invitation Template

Edit the email clients receive when they’re invited to join your portal.

  • Personalize the greeting and overview in the editor.
  • Add tokens like Practice Name or Client First Name to fill in details automatically.
  • The email always includes a secure Accept Invitation button that can’t be removed.

Portal Welcome Message

Edit the message clients see when they open the portal for the first time.

  • Use this space to welcome them and explain what to do next.
  • Tokens like Client First Name and Practitioner Name personalize the greeting.

💡 Select Preview to view your messages before sending.

Client Information


Choose what details clients provide during onboarding. Each option can be turned on or off depending on what your practice collects.

  • Demographics: Gather basic information, including birthdate and gender.
  • Request Client’s Legal Sex Designation: Capture the client’s legal sex for insurance‑compliant billing and electronic claims.
  • Contact Information: Collect phone number and address details.
  • Contact Preferences: Let clients choose how they prefer to be contacted and manage appointment reminder settings.
  • Insurance Information: Allow clients to enter insurance details directly through the portal.

Forms, Assessments & Documents


Choose which forms, assessments, and documents appear for clients during onboarding. You can manage which forms and assessments are available from Forms & Documents > Forms.

  • Consent Forms: Enable practice policies or consent forms for clients.
  • Intake Forms: Include forms like intake interviews, releases, or payment authorizations.
  • Assessments: Turn on the assessments your practice uses.
  • Shared Documents: Add downloadable resources such as worksheets or 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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