# Client portal

Give clients secure access to their own online portal where they can view and manage appointments, invoices, and shared files all in one place. The Client Portal helps reduce admin time and improves client communication by keeping everything organized and accessible.

<div align="left"><figure><img src="/files/dXQ2aNuZRhao9t9vo1wq" alt="" width="230"><figcaption></figcaption></figure></div>

* [Setting up your client portal](/using-caspen/client-portal/setting-up-your-client-portal.md) - Customize your portal with branding, add your booking link, and  preview your portal to see how it appears to clients.
* [Invite clients to the client portal](/using-caspen/client-portal/invite-clients-to-the-client-portal.md) - Send one-time login links so existing clients can securely access their portal.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.caspen.com/using-caspen/client-portal.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.