Your Client Portal puts your business at your clients' fingertips, letting them view and book appointments, make payments, and send documents 24/7.
Customize Your Client Portal
Design a client portal that reflects your brand personality and resonates with your audience. Choose your colors, upload eye-catching visuals, and add custom actions for a truly unique experience.
To customize your client portal:
- Open the platform.
- Click Client Portal.
- Select Edit Portal Actions, Branding & Colors, or More Options.
- Choose your customizations.
- Click Save.
Customize Your Client Portal URL
To customize your Client Portal URL:
- Open the platform.
- Click Client Portal.
- Next to your Client Portal URL, click the edit icon
.
- Customize the ending of your URL.
- Click Done.
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