Client Portal Website Linking

Are clients having trouble finding the client portal in 2.0? Make things easier for them by embedding a direct link to your portal, and drive clients to your own website!

Client Portal Settings

Did you know that it's possible to link the client portal right from your website, a Psychology today Page, Facebook page…..anywhere a client might find you? To find the unique portal link within your 2.0 account follow the below steps.

  • Click My Profile from the left-hand menu
  • Navigate to the 'Client Portal Settings' section, click Edit
  • At the 'Allow Clients to Schedule Online?', select ‘Yes’, then Save
    • The screen goes back to ‘My Profile’ view - not to worry, *this does not mean clients have been allowed to schedule online
  • Navigate back to Client Portal Settings
  • Within the ‘Online Scheduling’ section, click Edit
  • Update the ‘Public Directory’ to Yes, then Save (the screen goes back to ‘My Profile’ view)
  • Navigate back to Client Portal Settings
  • Within the large green box (under 'public directory') copy the link shown (*beginning with

  • Paste or link to it within your website page, social media page, or email signature. To manage portal settings, learn more here
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