The client portal
Where your clients see their appointments, manage cards, and self-serve.
The client portal is your clients' own corner of your booking page — no app download, no password to remember.
How clients sign in
From your booking page, a client enters their email and receives a one-time code to verify it's them. That's the whole login.
What clients can do there
- See their appointments — upcoming and past.
- Cancel an appointment — only if you allow it, and only outside your cancellation window. Both are your call in Settings → Booking Rules; see Cancel and no-show.
- Manage payment methods — add or remove their saved card and choose a default. (Pairs with card on file.)
- See their gift cards and loyalty status, where those features are in use.
- Update their profile details.
Why point clients at it
Every "can you send me my appointment time again?" text is a portal visit that didn't happen. When a client asks about their appointment, their card, or their gift card balance — the portal has it, self-serve, 24/7.
What clients can't do
The portal is read-and-manage, not a back door: clients can't see your calendar, other clients, or anything beyond their own records.