What your clients see

Booking

Clients pick a service, a practitioner (or Any available), and an open time. New clients add a card if your policy asks for one; returning clients can use their saved card. A client who books in Español gets Spanish texts and emails.

Signing in

There is no password. Clients enter their email or mobile number and type the code we send. Their phone stays signed in.

The client hub

At your booking address under /portal/, clients can:

• See upcoming and past visits, and Book again with one tap.
• Reschedule or cancel inside your policy.
• Fill in intake forms and pre-visit check-ins.
• Book for family members, such as a child.
• Send you secure messages and files.
• Update their card, see packages and memberships, redeem loyalty rewards, and download receipts.
• Add their insurance card, if your clinic bills insurance.
• Tip after a visit.
• Choose how and when they get reminders, including quiet hours.

Reminders

By default, clients get an email a week before, a text a day before, and a text three hours before. They can reply C to confirm, R to reschedule, or X to cancel.