Client Portal
Appointments, invoices and documents in one place.
- Client dashboard
- Book & cancel appointments
- View & pay invoices
- Document acceptance
Benefits
Why choose this feature?
Client Dashboard
Your clients see their next appointment, latest invoices, and documents on their own dashboard.
Appointment Management
Clients can view, cancel, and reschedule their appointments — less admin for you.
Online Payment
Clients can pay invoices directly from the portal — faster payment collection.
Document Acceptance
Clients can view and accept documents through the portal with a digital signature.
Use Cases
How do colleagues use it?
Inviting a Client
Invite the client to the portal — they can manage their own appointments and invoices.
Invoice Payment
The client receives a notification and pays directly on the portal — no follow-up needed.
Booking a New Appointment
The client can book a new appointment directly from the portal from your available time slots.
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