Client Portal

A private link where a client sees their visits, forms, and balance — with no account to create.

Included from Essentials upward.

Client portal · private link

Illustrative — sample record, not a real client

What it actually does

The portal opens from a private link. Every account you ask a client to create is a step where some of them stop.

Upcoming visits, outstanding forms, and what is owed — the three things clients phone the front desk about.

Portal links are issued per client and can be withdrawn, so access is something you control rather than a URL loose in the world forever.

Works with

Versioned intake forms that go out before the visit and come back signed.

Send a payment link; it clears against the same visit it was sent from.

Every referral code redemption tracked and reportable, with one reward path and equal odds for every entry.

Create an account and start with your next visit.