Introduction to the Client Portal

Welcome to the Client Portal—a secure, personalized space where customers can view their upcoming appointments, access shared resources, and track their progress. This portal helps streamline communication between you (the provider) and your clients by offering tools like calendar scheduling, notes, tasks, and file sharing.

Key Features

1. Calendar (Default)

• View Appointments
  Your Clients can see all of their upcoming sessions in one place. The calendar automatically syncs with your availability, so they’ll always have an up-to-date view of their appointments.
• Schedule & Reschedule
  Depending on your settings, clients may be able to request new appointments or reschedule existing ones directly from the portal.

2. Notes (Optional)

• Client-Created Notes
  Clients can create and store personal notes to reflect on sessions or keep track of progress. These notes are shared with you unless they choose to hide them.
• Provider-Created Notes
  You, as the provider, can also create notes about each session. The client will see them in their portal. If you keep a note hidden / locked, it remains private to you.

3. Tasks (Optional)

• Client-Assigned Tasks
  Clients can create their own to-dos, goals, or reminders to stay on track.
• Provider-Assigned Tasks
  You can assign tasks or homework to clients.

4. Files (Optional)

• File Sharing
  Easily upload documents, worksheets, or other resources for your clients. If you choose to share the file, the client will see it in their portal.
• Client Uploads
  Clients can also upload files (e.g., completed worksheets, personal documents) to share with you. All uploaded files are visible only to the client and the provider, unless you lock them from view.

Access and Permissions

• Personal Data Only
  Each client sees only their own appointments, notes, tasks, and files. They cannot view any information belonging to other clients.
• Selective Sharing
  You have the option to share or hide any note or file. If an item is hidden / locked, the client won’t see it in their portal.
• Privacy & Security
  All information stored in the portal is kept secure. The system enforces strict permissions, ensuring each user can access only the content that’s meant for them.

Why It Matters

The Client Portal simplifies communication and promotes engagement. By providing a centralized hub for scheduling, progress tracking, and resource sharing, it helps:

1. Foster Accountability
   Clients can keep track of tasks and notes, making them more accountable for their own progress.

2. Encourage Transparency
   When you share notes or tasks, clients gain insights into their therapy process and the goals you’ve set together.

3. Improve Organization
   A single portal for appointments, files, and tasks reduces confusion and keeps everything in one secure location.

Next Steps

1. Explore Settings
   Head over to Settings > General > Client Portal to customize which features are available and how they appear to clients.

2. Share with Clients
   Once your portal is set up, direct your clients to register or log in. Make sure to communicate any important instructions, such as whether you require email confirmation.

3. Monitor Engagement
   Encourage your clients to use the portal regularly. Gather feedback to see which features they find most helpful and adjust settings accordingly.

If you have any questions or need additional guidance, please consult our Help Center or contact our support team.