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Quick Start Guide

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    • General Overview of the Client Portal

      The Client Portal is a set of features used to interact with clients. It includes:  Online Booking Intake & Consent...

      February 4th, 2025 1701 views 0 likes

    • Customize the Client Portal

      Navigation There are four main tabs clients can click into at the top of the Client Portal: Home, Book Now,...

      February 4th, 2025 1630 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 2564 views 0 likes

    • Link Online Booking to Your Website

      Your Online Booking calendar is a unique URL, similar to how your Owl account is a unique URL. You will...

      February 4th, 2025 1523 views 0 likes

    • Enabling Services

      Determine which of your services are available to your clients in your Online Booking calendar. Start in  Settings >  Services.  You...

      February 4th, 2025 1354 views 0 likes

    • Client Access

      There are two methods to grant client access to Online Booking:  Therapist Provides Credentials Client Directed Signup If you are...

      February 4th, 2025 1824 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 1728 views 3 likes