Understanding the Client Portal
The Client Portal is the website interface for your clients use to interact with your business. The Client Portal is mobile friendly and can be viewed on any device.
What you can do with the Client Portal
Client can use the Client Portal to access and interact with your business. With the Client Portal, clients can:
Book or check in to services.
View their schedule.
View and change their profile details.
Purchase items from the store.
Track and redeem their loyalty rewards, and more.
Getting started with the Client Portal
Before clients can start using the Client Portal, you must follow these steps:
Set up your business URLs – Use the Staff Back Office to set up your business’s general URL links.
Provide the Client Portal sign-in page – Once everything is set up, share the Sign in business URL with your clients so that they can access their profile and interact with your business.
Key tips
Accessibility
Clients won’t be able to access your Client Portal if you don’t fill out the Custom URL field on the Business URLs page. For more information, see Setting up your business URLs.