Client Portal Website Linking

Want to include a link to your custom client portal on your website? Perhaps your email signature?

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, or pay their bill depending on your client portal settings.

To find the unique portal link within your 2.0 account, follow the steps below:

• 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 far right of your unique portal link, shown below)

Owners or managers would go to:

• 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 far right of your unique portal link, shown below)