Client Portal Website Linking

Want to include a unique link to your custom client portal on your website?

Perhaps your email signature? Somewhere else so your clients can easily log in to the client portal?? Look no further and follow along for steps to obtain this link.

In this Article:

• Website Example [with your unique link]
• Client Portal Link Preview
• Other Details and Examples
• Find Your Unique Link

Here's an example of where you could put your portal link to the menu of your website:

Clicking this link brings them to your own client portal link, where they can either:

• Sign in
• Or register as a new client (if enabled)
• Article: Client Registration Process (configuration & steps)

When clients click your link, they're shown your own custom client portal page:

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:

• From any screen click your name (top right):

• You'll then see your profile

Are you an Owner or Manager?

You'll also notice an additional ribbon near the top, allowing you to quickly switch between other staff member profiles. Click the dropdown shown here: