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 choose to offer. Requests appear in the practitioner’s calendar for review. See Online Booking Using the Client Portal for more information on getting started.


Client Appointment Cancellation

Clients can cancel appointments within the cancellation window you set. Adjust this policy anytime to match your practice’s needs.


Secure Messaging

Secure Messaging lets clients and practitioners exchange HIPAA‑compliant messages through the portal. Messages stay linked to the client’s profile. See Secure Messaging for Practitioners for full details.


Client Uploads

Clients can upload documents directly to their portal. Uploaded files appear in the client’s profile under Documents for practitioners to review.


Online Payments

If online payments are enabled, clients can pay invoices and save a payment method in the portal. Payment setup is completed separately in Billing Settings > Online Payments. Check out our article on Client Payments: Online Payments.

Client Onboarding Settings


Client onboarding includes basic information, consent forms, intake forms, assessments, and any other items you’ve enabled. You can choose which steps appear during onboarding and adjust them anytime from Forms & Documents > Forms.

💡 Any form or document you enable in Forms & Documents can be included in client onboarding.

Client Information

You can decide which information clients provide during onboarding, including demographics, contact details, preferences, and insurance information. Each item can be turned on or off depending on what your practice collects.


Consent forms, intake forms, and assessments all behave the same way in the portal. When enabled, they appear during onboarding or can be shared with clients later. You can manage the content of these forms at any time.

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

Shared Documents

Shared documents are resources you make available for clients to view or download in the portal. These may include worksheets, practice policies, or educational materials.

Inviting Clients to the Portal


Practitioners can invite clients to the portal from the client’s profile. This workflow is covered in detail in the Inviting Clients and Sharing Documents in the Client Portal article.

Sharing Forms and Documents Through the Client Portal


Practitioners can share forms, assessments, and PDFs with clients from the client’s profile. Shared items appear in the client’s portal under Documents. For full steps, see Sharing Documents in the Client Portal.

Managing the Client Portal for Minors


If your practice works with minors, you can grant portal access to the minor, their parent or guardian, or both. What each person can see depends on the permissions you assign. For full details, see the Client Portal for Minors article.

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.


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 will include your name, address, and ability to schedule appointments online if you choose to make that available. We currently do not have the option to include more customizations such as your logo, however, we intend to build in more flexibility for you to customize the portal later this year.


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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