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Client Portal Login & Actions: Client Side

The Client Portal is your client’s central hub for interacting with your business and accessing their information and account activity in a secure and organized manner.

When your clients self-serve using your Client Portal, you save a lot of admin time spent sending emails, reminders, confirmations, and so on.

In this article, you’ll learn about the Client Portal experience from your client’s side so you can make sure your clients enjoy a seamless experience tailored to your business needs.

Creating a test client

Before you can log into the client portal, you will need to be an existing client in your CRM.

For testing purposes, you can easily add a test client account by going to Clients > New Client.

Tip: You can experiment using your demo client (You as a client), available to you first in your client list.
Note: Make sure to use an email address that you have access to, as this is where you will receive all notifications sent from your portal.

Your client portal URL

You will find your client portal URL under Online Presence > Client Portal, as shown here:

Log in as a client

Now that you are a client, you can log in to your very own private client portal!

Logging in is simple: all you need is your email address, and a verification login code will be sent to you.

Note: Your client will receive a verification code by SMS if they have a valid mobile number listed in your system. Otherwise, they will receive the verification code via email.

To log in to the Client Portal follow these steps:

Step 1: Copy the client portal URL (see above), and paste it into the address bar of your browser to visit your client portal.

Step 2: Click My Account to be prompted to log in. See below: Step 3: Enter the email address you used to create the Creating a test client section above.

Step 4: If your test client also has a phone number listed, you will receive your verification code by SMS. Otherwise, check your email for your code.

Step 5: Enter the code and click Submit.

Tip: If your clients have a valid mobile phone number listed in your system, they will be able to receive a login verification code straight to their phone and enjoy a more seamless and faster login experience. You can add a mobile number to their Client Card from your Client Card & Form Settings, or directly from your client’s Client Card.

View and track personal account activity

Once logged into the client portal, you will be able to view and manage all your account activity from the dashboard. See below:

See outstanding payments under Total due, and new documents under Shared documents at a glance. You can also access your bookings to find out what’s coming up next on your schedule.

The action buttons on the right-hand side offer your clients the same options that you made available through your Client Portal editor. The envelope icon gives them access to their messenger - a direct line to your business.

Learn more: To learn more about customizing the call-to-actions available to clients when logging into their account, visit the Customizing Your Client Portal article.

Take action online

The client portal dashboard is divided into 2 main sections:

1. The left sidebar: Here, clients can view their notifications, bookings, payments and documents.

2. The right sidebar: Here clients can take action with your business using the call-to-actions you’ve made available.

Important: The actions that will be available to your clients depend on what you have set in your Client Portal Editor. You can customize the actions at any time by going to Online Presence > Client Portal and clicking on the Edit Client Portal button.
To learn more, visit the Customizing Your Client Portal article.

There are 4 call-to-actions that clients can take from their personal client portal account:

1. Bookings

This is where your clients will find all things booking and appointment-related.

Click Bookings to view all upcoming bookings, your appointment history and the current status of any pending booking requests.

Important: To offer clients to schedule via your Client Portal, you need to enable online booking from your Online Booking Settings page. For more, visit the Enabling & Customizing Online Booking article.
Note: Depending on your Online Booking Settings, clients can also reschedule and cancel from the client portal. For more, visit the Enabling & Customizing Online Booking article.

2. Payments

The client portal gives your clients a convenient way to make payments and keep track of their transactions.

Click on Payments to view and pay off outstanding invoices and pending payments.

Important: To offer clients to track and make payments via your Client Portal, you need to enable online payments from your Settings > Payments > Payment Processing page. For more, visit the Accepting Online Payments article.

3. Documents

Any documents you have shared with a client can be accessed and downloaded from the Documents section of the client portal.

4. Contact the business

Clients can contact the business directly by clicking on the envelope icon on the top right-hand side of the dashboard or from right-hand sidebar menu.

Learn more: To learn how to customize your Client Portal so that it offers your clients exactly what you need, visit the Customizing Your Client Portal article.

To learn how to give your Client Portal a look and feel that fits your business branding, visit the Business Details, Contact Info & Branding article.
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