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Quick Start Guide

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    • Customizing the Client Portal

      Navigating the Client Portal When a client logs into the Client Portal, there are six potential options clients can select...

      February 4th, 2025 1571 views 0 likes

    • Setting up Client Access

      Clients can be granted access to the Client Portal either through self directed sign up or via invitation.  Both methods...

      December 29th, 2025 25 views 0 likes

    • Online Booking Settings

      Enabling Online Booking Once you have upgraded to a Pro account you can enable your online booking calendar so clients...

      February 4th, 2025 2356 views 0 likes

    • Client Instructions

      Note: You can easily enable High Contrast Mode at any time when using the client portal.  Select the gear icon,...

      February 4th, 2025 21315 views 7 likes