The Client Portal is a one stop shop which allows clients to view and update upcoming appointments, communicate with their providers, and make payments.
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Appointments
- Clients can access and manage their appointments from either the home screen or through the Appointments tab in the panel on the left.
- The Appointments tab allows clients to schedule an appointment with their provider, cancel an upcoming appointment, or review their appointment history.
Enabled Features
The Message Center and Documents Features are already enabled for the clients.
NOTE: You are unable to turn on the Message Center for certain clients only. In order to select which clients you would like this feature enabled for, you will need to turn it on for all clients and then disable it for the desired clients.
Update Client Information
Clients are unable to make changes to their details through their Client Portal. If they would like to update the information, they can send a message directly to their provider in the Message Center.
Make a Payment
- Clients are able to make a payment from either the home page, or through the Make a Payment tab on the panel to the left.
- If the client selects One-Time Charge from the drop-down, the payment method will not be saved on their account.
- If they select Add New CC from the drop-down, they will be directed to the payment information page.
- Click Add a New Payment Method to enter either a Credit Card or Bank Account. Then click Save to add that payment method to the account.
- Click Add a New Shipping Address to add the address to the file.