What your client sees: the portal.
Each client has one link for life: their next appointment, their plan, their progress and a way to message you, signed off the way you sign your emails.
Steps
- Open the client's record and press Open their portal on the Their portal tile.
- Press Open it to see their portal as they do, or Copy their link to send it to them.
- Home shows their next appointment with Change or cancel, their plan with this week's sessions, the check-in when you have switched it on, and messages.
- Start a session opens their plan, with every exercise, how to do it and a video.
- The bar at the bottom holds Home, Plan, Progress, Messages and Library, and If it flares up says what to do and when to get help.
- What they write under Messages arrives under Clients, Portal messages.
Questions
What is in Library?Session summaries you have shared, receipts for sessions they attended and paid for, every plan, and a few short reads. A summary only appears once you press Share in their portal.
Does the plan link in their email open the portal?Yes. For a client with a portal, the plan link opens that plan inside it.
Is it the same for aesthetics clients?No. An aesthetics clinic's portal has no plan, progress or check-in.