Client Portal Best Practices

These tips will help you strike the right balance between client convenience, brand consistency, and operational efficiency.

Keep the registration fields to a minimum

When new clients register for your portal, you’ll be asked to select which fields are visible and required. We recommend keeping this list short — ideally no more than 6 fields.

Here’s a common setup that works well:

• First name

• Last name

• Email

• Mobile number

• Date of birth

Keeping it simple reduces friction and increases your chances of converting first-time visitors into registered clients.

Medical forms will handle the rest — you don’t need to collect every detail at sign-up.

Use your main brand color only — and keep the rest soft

In the Customize tab of your Client Portal, you’ll be able to choose background, primary, header, and footer colors. For a clean, professional look, we suggest using:

• Primary color: your brand’s main color

• All other colors: stick to default or soft tones

This helps your Client Portal visually match your Online Booking and Client Notifications for a cohesive experience.

Enable only the features you actually need

Inside the Features tab, you can choose what your clients see when they log in. To avoid confusion, start by enabling just the most-used options. We recommend:

• Appointments

• Payments

• My Packages

You can always enable more options later — like Documents, Photos, or Insurance — once you know your clients will use them.

Make it easy to upload photos (optional)

If your clinic asks clients to submit photos ahead of time — for example, before a skin consultation or a post-op check — make sure the Photos feature is turned on.

This makes it easy for clients to upload high-quality images directly into their portal, which saves time on back-and-forth messages.

Final Setup Checklist

✅ Max 6 registration fields
✅ Primary brand color set, all others soft or default
✅ Appointments, Payments, and Packages features enabled
✅ Additional features (like Photos or Documents) only if needed
✅ Client Portal enabled and tested

By keeping things minimal, visually aligned, and client-friendly, you’ll give your clients a better experience — and make it easier for your team to manage data in the background.