Client Portal
Online appointment scheduling, credit card payments, document sharing and more.
- Set Your Client Portal Options
- Enabling and Disabling Online Scheduling
- Configure the Client Intake Wizard
- Setup Your Client Portal Welcome Message
- Creating Custom Client Intake Forms
- Send Portal Activation Emails to Your Clients
- Creating Portal Friendly Service Type Descriptions
- Set Your Calendar Availability
- Add Your Portal Link to Your Website
- Attaching Digital Documents to Your Intake
- Printing the Completed Client Intake
- Creating Custom Forms for the Portal
- Adding Custom Forms to the Portal
- No Surprises Act (2020) Editable Forms