> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/client-portal/invite-clients-to-the-client-portal.md).

# Invite clients to the client portal

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

### 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="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FkLDm85xhedDTxhHFjWI0%2Fimage.png?alt=media&amp;token=16bd442d-5ca3-4386-b60e-f5822549dcb1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F08rTHQrnFR2U8uEbyekA%2Fsend_portal_link.png?alt=media&amp;token=e3af21ac-97ac-497d-9a66-20525a11df81" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FQUhV0l1dZMbNd4cD88Ch%2Fpop_up.png?alt=media&amp;token=60aa7047-640f-488f-af96-e12b409fa263" 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="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2Fx0lP2hxEBDh65u3jYf8h%2FFrame%2031.png?alt=media&amp;token=11bfd8ec-ca56-48eb-b05f-86bd3ad1aae6" 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 %}

***

## Frequently asked questions

<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>