Client Portal
The client portal is the logged-in area of your online booking portal. Clients sign up with their email, then see their own profiles and history in one place: upcoming and past appointments and classes, credits, orders and memberships. Use it when you want clients to self-serve instead of messaging you to ask "when is my next class?" or "how many sessions do I have left?".
The portal is also available with Bookings. What a client sees depends on what your plan and settings turn on: bookings and credits with Bookings, orders and memberships with Sales and the online store.
Set up the client portal
- Go to Settings > Online Booking & Store (under Website & Booking Portal).
- On the Manage Sections tab, turn on Require Sign Up / Login if customers must sign up or log in before they book or place an order. This keeps every booking and order tied to a verified account. Leave it off to let customers book as guests and log in only when they want to.
- Click Save, then click Visit Your Portal to check it.
What clients see
- The client opens your portal and chooses Log in or sign up.
- New clients sign up with their email and confirm it with an Email verification code.
- After logging in, My profiles lists the client and anyone they manage (for example family members). They can add a profile, edit details and use Book new.
- Opening a profile shows its appointments, classes, credits, orders and memberships.
Profiles in the portal are client records in your CRM, so anything a client changes shows on their client profile.
Clients never see plan or upgrade wording. If a feature is not on your plan, it simply does not appear in the portal.