A Better Way for Clients to Manage Appointments
Clients should not have to dig through old messages to find their next appointment. Through the Client Portal, clients can access relevant appointment functionality in one predictable place.
When appointment details live only in texts and emails, clients end up asking the business to resend them. The Client Portal gives clients a predictable place for business information, including booking, viewing and managing appointments where configured.
One place instead of a search
The broader value is simple. When clients know where to look, they stop asking the business to find things for them. That reduces repetitive messages and makes the experience feel more organized.
Not every client sees every module. Portal access depends on how the business configures its client experience, so what each client can do reflects what the business has chosen to make available.
Two different client-facing options
- Standard Client Portal: part of the Workspace client experience.
- Branded Client App: an optional add-on for businesses that want a customized, branded mobile client experience.
Neither of these is the business-user mobile app. The portal and branded app are client-facing. The mobile app is for the people running the business.
Build around the way your business works.
Use what you need today and add more as your business grows.