---
title: Client Portal Best Practices
description: "Tips for the new Client Portal: switch on only what you need, match your brand, add policies and an announcement, and share your portal link everywhere."
---

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# Client Portal Best Practices

## The Client Portal in Pabau offers a streamlined way for clients to manage appointments, make payments, view packages, and more. But to create a smooth, on-brand experience that clients actually enjoy using, it’s important to follow a few best practices when setting it up.

**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.

These tips help you get the most from the new Client Portal while keeping it simple for clients and easy for your team.

**Switch on only the features you will look after**

Every card you switch on in **Setup → Client Portal → Essentials** becomes a page in your clients’ menu. Start with the essentials — Appointments, Payments, Packages, Memberships, Forms, Documents — and add more once your team is ready to keep them up to date. A short, tidy menu is easier for clients to use. See [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).

![Feature cards on the Essentials tab, with the client’s menu previewed on the right](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/259427266763-01-essentials.png)

*Feature cards on the Essentials tab, with the client’s menu previewed on the right*

**Think about privacy before switching on clinical pages**

Pages such as **My vitals** and **Message history** stay off until you turn them on. Check what they show (click the card to see **What the patient sees**) before switching them on, and only share lab results, photos and documents you are happy for the client to read.

**Let your cancellation policy do the work**

Keep **Allow cancellations** and **Allow reschedules** on **Follow cancellation policy**, and set a notice window and fee in your cancellation policy. Clients can then move or cancel early on their own, and late cancellations are charged to their card on file rather than lost. See [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).

**Match your brand once**

The palette on the **Appearance** tab is shared with your booking page, so choose it once and both match. Keep your logo up to date in **Business Details**, and add a short welcome message. See [How to Customise Your Client Portal’s Look and Content](https://support.pabau.com/en/pabau2/how-to-customise-your-client-portal?hsLang=en).

**Add your policies and keep the announcement current**

Add your Terms & Conditions and Privacy Policy on the **Content** tab — if you leave them empty, the footer links are hidden. Use the announcement for holiday hours or news, and switch off **Show on the dashboard** when it is out of date.

**Share your portal link everywhere**

Put your portal link in your email signature, on your website and in your appointment confirmations, and print the QR code for reception and aftercare leaflets. Use **Page links** to send a client straight to the page they need — for example, Payments when an invoice is due.

![Your portal link, QR code and page links on the Share tab](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/259427266763-02-share.png)

*Your portal link, QR code and page links on the Share tab*

**Tell clients there is no password**

Clients sign in with their email address and a six-digit code. Remind them to use the email address on their client card, and send them [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).

**Check it as a client**

After a change, click **Open portal** to see the portal the way your clients do.

**What's next?**

Work through [How to Set Up the New Client Portal](https://support.pabau.com/en/pabau2/how-to-set-up-the-new-client-portal?hsLang=en), or browse every guide from [Client Portal Overview](https://support.pabau.com/en/pabau2/client-portal?hsLang=en).

Questions? Reach us any time via the in-app chat — we’re happy to help.

---

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    - [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#cases)
    - [Forms & templates](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#forms-templates)
    - [Prescriptions](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#prescriptions)
- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content)

    - [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#labels)
- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
    - [Inbox & Conversations](https://support.pabau.com/en/pabau2/engage?hsLang=en#inbox-conversations)
    - [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage?hsLang=en#clients-the-client-panel)
    - [SMS](https://support.pabau.com/en/pabau2/engage?hsLang=en#sms)
    - [Phone Calls](https://support.pabau.com/en/pabau2/engage?hsLang=en#phone-calls)
    - [Porting Your Numbers](https://support.pabau.com/en/pabau2/engage?hsLang=en#porting-your-numbers)
    - [WhatsApp](https://support.pabau.com/en/pabau2/engage?hsLang=en#whatsapp)
    - [Email](https://support.pabau.com/en/pabau2/engage?hsLang=en#email)
    - [Fax](https://support.pabau.com/en/pabau2/engage?hsLang=en#fax)
    - [Facebook & Instagram](https://support.pabau.com/en/pabau2/engage?hsLang=en#facebook-instagram)
    - [Routing & Automation](https://support.pabau.com/en/pabau2/engage?hsLang=en#routing-automation)
    - [Billing & Usage](https://support.pabau.com/en/pabau2/engage?hsLang=en#billing-usage)
- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

    - [Insurance Billing (UK)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-uk)
    - [Insurance Billing (US)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-us)
    - [Insurance Billing (Australia)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-australia)
    - [US Insurance Billing Additional Resources](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#us-insurance-billing-additional-resources)
- [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en)
- [Data Hub](https://support.pabau.com/en/pabau2/data-hub?hsLang=en)
- [Ultrasound Configuration (DICOM Setup)](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#main-content)

    - [GE Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#ge-ultrasound-machines)
    - [Mindray Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#mindray-ultrasound-machines)
    - [Samsung Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#samsung-ultrasound-machines)
    - [Philips Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#philips-ultrasound-machines)
    - [Canon Ultrasounds](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#canon-ultrasounds)

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