--- title: Client Portal Overview description: What the new Client Portal is, where to set it up in Pabau, and links to every staff and client guide for the portal. --- [Skip to content](https://support.pabau.com/en/pabau2/client-portal#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Online Bookings](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en) 3. [Client Portal](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#client-portal) # Client Portal Overview ## This article covers everything you need to know regarding the client portal. **NOTE:** This guide covers the new Online Bookings and Client Portal, which are being rolled out to clinics in phases. If your screens look different, your account may still be on the classic version — message us via the in-app chat and we will help. The Client Portal is your clients’ private, signed-in area on your booking site. Clients sign in with their email address and a six-digit code — no password to remember — and can manage their appointments, pay invoices, keep track of packages and memberships, and see the records you choose to share. Start here for every Client Portal guide. **Step 1: Open Your Client Portal Settings** 1. Go to **Setup → Client Portal** (under **Online presence**). 2. Use the four tabs on the left: **Essentials** (the features clients see), **Appearance**, **Content** and **Share**. ![Setup → Client Portal: the four settings tabs and the feature cards](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250974041281-01-portal-tabs.png) *Setup → Client Portal: the four settings tabs and the feature cards* **Step 2: See What Your Clients See** Click **Open portal** at the top of the page to open your portal in a new tab. Signed-in clients land on their dashboard, with the menu split into **My Account** and **Clinical Records**. ![A client’s portal dashboard](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250974041281-02-portal-dashboard.png) *A client’s portal dashboard* **Guides for your team** - [Introduction to the Client Portal](https://support.pabau.com/en/pabau2/introduction-to-client-portal?hsLang=en) - [How to Turn On and Share Your Client Portal](https://support.pabau.com/en/pabau2/how-to-enable-the-client-portal?hsLang=en) - [How to Choose Which Features Clients See in Your Client Portal](https://support.pabau.com/en/pabau2/how-to-configure-the-functionality-of-the-client-portal?hsLang=en) - [How to Customise Your Client Portal’s Look and Content](https://support.pabau.com/en/pabau2/how-to-customise-your-client-portal?hsLang=en) - [How to Control Appointments in the Client Portal](https://support.pabau.com/en/pabau2/how-to-control-appointment-visibility-in-the-client-portal?hsLang=en) - [How to Let Clients Upload Documents and Photos](https://support.pabau.com/en/pabau2/how-clients-can-upload-photos-on-their-client-portal?hsLang=en) - [How to View and Manage Memberships in the Client Portal](https://support.pabau.com/en/pabau2/how-to-view-and-manage-memberships-in-the-client-portal?hsLang=en) - [How Clients Manage Family Members in the Client Portal](https://support.pabau.com/en/pabau2/how-to-manage-relationships-in-connect-?hsLang=en) - [How Client Portal Accounts Work](https://support.pabau.com/en/pabau2/how-to-create-connect-accounts-from-client-card?hsLang=en) - [Client Portal Sign-In Help: Passwords and Reset Links](https://support.pabau.com/en/pabau2/how-to-send-a-connect-password-reset-link-0?hsLang=en) - [How Clients Pay an Unpaid Invoice in the Client Portal](https://support.pabau.com/en/pabau2/how-to-pay-an-unpaid-invoice-via-connect?hsLang=en) - [How Clients Pay with a Package When Booking Online](https://support.pabau.com/en/pabau2/how-to-pay-with-package-when-booking-online?hsLang=en) - [Client Portal Best Practices](https://support.pabau.com/en/pabau2/client-portal-best-practices?hsLang=en) **Guides to send to your clients** - [How to Use Your Client Portal (New Client Portal)](https://support.pabau.com/en/pabau2/how-to-use-your-client-portal-new-client-portal?hsLang=en) - [How to Book an Appointment Online (New Booking Page)](https://support.pabau.com/en/pabau2/how-to-book-an-appointment-online-new-booking-page?hsLang=en) - [How to Buy a Membership, Package or Gift Card Online (New Online Store)](https://support.pabau.com/en/pabau2/how-to-buy-a-membership-package-or-gift-card-online-new-online-store?hsLang=en) **What's next?** For the whole set-up in one place, see [How to Set Up the New Client Portal](https://support.pabau.com/en/pabau2/how-to-set-up-the-new-client-portal?hsLang=en) and [Getting Started with the New Online Bookings and Client Portal](https://support.pabau.com/en/pabau2/getting-started-with-the-new-online-bookings-and-client-portal?hsLang=en). Questions? Reach us any time via the in-app chat — we’re happy to help. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For **[more guides](https://support.pabau.com/en/pabau2?hsLang=en)**, browse the related articles below or use the search bar at the top of the page. 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