# Invite clients to the client portal

### Overview

{% hint style="info" %}
**Note:** Only existing clients in Caspen can access the portal. The client’s email address must match what’s saved on their Caspen profile.
{% endhint %}

The client portal lets your clients securely view upcoming appointments, invoices and other shared information. Clients log in with their email address. We email a secure login link so no password is required. 

To log in, a valid email must be saved on the client’s profile. 

You can invite clients directly from their profile or share your clinic’s portal link.

***

## Invite a client from their profile

1. Go to **Clients →** find the client and click **Actions → View** (or click the client’s name).

<figure><img src="/files/zTiZpvFTBBWBLnB3NZjD" alt=""><figcaption></figcaption></figure>

2. Click **Actions** → **Send portal login link**.

<figure><img src="/files/Hx2l9VvPe0gjTvlgbnsD" alt=""><figcaption></figcaption></figure>

3. Confirm the email shown, then click **Send**.

<figure><img src="/files/tMmUPW9sSsZX85Mttqli" alt="" width="563"><figcaption></figcaption></figure>

**About the email link**

* Logs the client into their portal.
* Expires after 15 minutes.
* Cancels any earlier login links.

**What the client sees**

* An email with a Log in button.
* They are then taken straight to their portal.
* If they have more than one profile (for example, if they share an email address with a family member), they will be prompted to choose the correct profile first before being taken to their portal.

***

## Share your clinic’s portal link

1. Go to **Client portal** (left menu).
2. Copy the **Shareable link**.

<figure><img src="/files/9CJbD3vXwL5dC6tcFmqF" alt=""><figcaption></figcaption></figure>

3. You can share this link on your **website**, **social media**, or directly with your **existing clients** so they can access their portal to view appointments, invoices, and shared files.

Clients who visit this link enter their email to receive a **one-time login link**. The email must match an existing client in Caspen.

{% hint style="info" %}
**Important note:** The portal is for **existing clients only**. If new clients need to book an appointment, direct them to your **Online Booking** link instead.
{% endhint %}

***

## FAQs

<details>

<summary><strong>Why didn’t my client receive the login email?</strong></summary>

Ask the client to check their spam or junk folders. Then confirm their email address is correct in their Caspen profile and resend the login link.

</details>

<details>

<summary><strong>What if the login link expired?</strong></summary>

You can send a new login link from the client’s profile, or the client can request one from your portal page if you have shared your portal link.

</details>

<details>

<summary><strong>Why does the email say it doesn’t match a client record?</strong></summary>

This means the email entered isn’t linked to a client in Caspen. \
Create or update the client’s profile with the correct email address, then resend the login link.

</details>


---

# 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/invite-clients-to-the-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.