- For All Clients and Families
Client Portal – Empower Your Clients With Control
Tired of clients calling to reschedule or asking for receipts?
Book. Manage. Pay.
A Modern Client Experience That Works for Everyone
Give clients a secure, self-serve dashboard.
Book, cancel, and reschedule sessions
Clients manage their own appointments—no back-and-forth needed.
View notes, messages, and files
Secure access to session history, provider messages, and shared documents.
Add payment method and view history
Easily store cards, pay for sessions, and track transactions.
Manage preferences, time zone, insurance details
Clients stay in control of personal info for accurate, tailored care.
Personalized to Each Client
Designed specifically for healthcare providers, with features that fit your clinical workflow.
Weekly availability & reminders
Clients get timely notifications and see real-time openings every week.
Secure document sharing (DocBox)
Easily access and exchange important files—safely stored in one place.
Supports dependent accounts (parents/caregivers)
Enable guardians to manage appointments and records for dependents.
Get Started in 3 Steps
Simple setup: schedule, join, and document—all in one streamlined process.
Invite or onboard a new client
Send a secure invite or let clients self-register—your choice.
They set up their profile
Clients enter key info like preferences, time zone, and payment.
Everything else is handled in-app
From booking to billing, all actions happen in one seamless dashboard.
Client-first, HIPAA-conscious, mobile-ready.
Built with privacy and ease-of-use in mind—for every device and every client.