Client Portal

Appointments, invoices and documents in one place.

Benefits

Why choose this feature?

Your clients see their next appointment, latest invoices, and documents on their own dashboard.

Clients can view, cancel, and reschedule their appointments — less admin for you.

Clients can pay invoices directly from the portal — faster payment collection.

Clients can view and accept documents through the portal with a digital signature.

How do colleagues use it?

Invite the client to the portal — they can manage their own appointments and invoices.

The client receives a notification and pays directly on the portal — no follow-up needed.

The client can book a new appointment directly from the portal from your available time slots.

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