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Client Portal Website Linking
Want to include a link to your custom client portal on your website? Perhaps your email signature?
select_window Your Website Example:
globe Client Portal Link Example:
* Shown above with a banner logo explained here
Read on to find out how to get your unique client portal link, where you can then distribute it to clients so they can either register or sign into their client portal account with you.
This makes it easy for clients to access the system, where they can sign in to self-schedule appointments, send you a secure message, join a telehealth session, pay their bill, and more (or less) depending on your client portal settings.
To find the unique portal link within your account, go to:
person As a Provider:
- Go to My Profile (left menu)
- Find the section Client Portal Settings (right menu)
- Within the light blue section, click the copy icon → to the right of your unique portal link:
content_copy (shown below):
shield_person As an Owner/Manager:
- Practice Settings (left menu)
- Staff (top tab)
- Click on the provider you wish to collect the client portal link for
- Find the section Client Portal Settings (right menu)
- Within the light blue section, click the copy icon → to the right of your unique portal link:
content_copy (shown below):
This copies file_copy your unique client portal link and you can paste it:
- As a link on your own website page (or send to your website developer)
- Social media pages
- Email signature
- or anywhere else it might make sense to offer a link to your client portal!