Docs
Open app
  • Practice Setup
  • Dashboard
  • Integrations
  • Calendar
  • Schedule
  • Clients
  • Progress notes
  • Billing
  • Catalog
  • Contacts
  • Tasks
  • Online booking
  • Client portal
    • Setting up your client portal
    • Invite clients to the client portal
  • Inventory & products
  • Letters
  • Forms
  • Settings
  • Migrations
HomeClient portal

Client portal

Learn to customize and manage your professional, branded client portal.

Articles

Setting up your client portal

Learn how to customize your client portal, adjust display settings, and share it with clients.

4 min read

Invite clients to the client portal

Learn how clients can access their secure online portal to view appointments, invoices and more.

3 min read