Signing in to your client portal
How to sign in with a 6-digit code sent to your phone or email, what to do if the code does not arrive, and how to sign in for a child you look after.
Joining a video session
How to join an online session from your portal, email or text, allow your camera and microphone, wait to be let in, and what to do if you cannot see or hear.
Booking, rescheduling or cancelling an appointment
How to book a session from your portal, what to expect if you pay when booking, and how to reschedule or cancel an appointment when your practitioner allows it.
Completing a form your practitioner sent you
How to find a form your practitioner has sent you, fill it in, sign it and submit it, and what happens afterwards.
Finding your way around your client portal
A tour of your client portal: your next appointment, your to-do list, each page in the menu, keeping your details up to date and choosing how you are notified.
Letting clients book online
Set up online booking so new and existing clients can book with you, choose the rules that decide which times they see, take payment at booking, and control whether clients can cancel or reschedule.
Messaging your practitioner
How to send your practitioner a secure message through your portal, add a photo or file, and know when they have replied.
Turning on the client portal and inviting clients
Switch on your practice's client portal, choose which sections clients see, invite clients to sign in and turn access off for one client when you need to.
Viewing and paying your invoices
Find your invoices in your portal, open and download them, and pay online by card when your practitioner takes card payments. Also covers invoice emails, reminders and other ways to pay.
Other areas
Still stuck? and a person will read it.