Clients & Client Portal
Add clients, send intake forms, and give clients their own secure portal.
4 articles in this topic
Add a new client
Create a client record and invite them to their portal in one flow.
3 min readThe client portal explained
What clients can do in their secure portal — booking, forms, documents, and payments.
4 min readSend intake forms & consent
Collect intake questionnaires, consents, and e-signatures before the first session.
4 min readOrganize client records
Keep documents, tags, and history tidy, and archive clients who've finished care.
3 min readStill need a hand?
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