--- title: Client Portal Help Guide (for Patients) description: "Your guide to your clinic’s client portal: sign in with an emailed code, find your way around, and links to every patient guide." --- [Skip to content](https://support.pabau.com/en/pabau2/client-portal-help-guide-for-patients#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. [For Patients: How-to Guides](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en) 3. [Getting started](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#getting-started) # Client Portal Help Guide (for Patients) ## In this master guide, we’ll walk you through everything you need to know about using the Client Portal as a patient, from booking appointments and managing your profile to buying gift vouchers and updating your preferences. **NOTE:** Your clinic decides which options you see, so some of the steps below may look slightly different or be skipped. Your clinic’s client portal is your own private space with the clinic. From one place you can book and manage appointments, pay invoices, use packages and gift cards, and see the records your clinic shares with you. This guide shows you around the portal and links to a step-by-step guide for each task. **Step 1: Sign In** Open your clinic’s booking page and click **Sign in**. Enter your email address and the six-digit code we email you — there is no password to remember, and if you are new your account is set up automatically. - [How to Register on the Client Portal](https://support.pabau.com/en/pabau2/how-to-register-on-the-online-booking-portal?hsLang=en) - [How to Log In to the Client Portal](https://support.pabau.com/en/pabau2/how-to-login-to-the-client-portal?hsLang=en) - [How to Reset Your Password or Get a New Sign-In Code](https://support.pabau.com/en/pabau2/how-to-reset-your-password-from-the-online-booking-portal?hsLang=en) **Step 2: Find Your Way Around** Once you are signed in, click your name at the top right of the booking page and choose any item, such as **My appointments**, to open the portal. 1. **Book appointment** takes you back to the booking page at any time. 2. **My Account** holds your **Dashboard**, **Loyalty**, **My Packages**, **My Memberships**, **My Gift Cards**, **Payments**, **Billing Details**, **Insurance Details** and **Relationships**. 3. **Clinical Records** holds your **Appointments** and the records your clinic shares with you, such as documents, forms, photos, GP details, lab results and medical history. ![Your client portal dashboard and menu](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985526492-01-portal-dashboard.png) *Your client portal dashboard and menu* Your **Dashboard** shows anything that needs your attention, such as an outstanding balance, your next appointment, your loyalty points, sessions remaining and account credit. **NOTE:** Your clinic chooses which pages appear in your menu, so you may see fewer items than shown here. On a phone, the menu is tucked away: 1. Tap the menu button at the top left to open the menu. ![On a phone, tap the menu button](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985526492-02-menu-mobile.png) *On a phone, tap the menu button* 1. Tap your name at the bottom of the menu to open **Personal details**, change the **Language**, or **Log out**. ![Your name at the bottom of the menu opens your account options](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985526492-03-menu-open-mobile.png) *Your name at the bottom of the menu opens your account options* **Step 3: Pick the Guide You Need** **Booking appointments and classes** - [How to Book an Appointment via Online Bookings](https://support.pabau.com/en/pabau2/how-to-book-an-appointment-via-the-client-portal?hsLang=en) - [How to Pay a Deposit via Online Bookings](https://support.pabau.com/en/pabau2/how-to-pay-deposit-via-online-bookings?hsLang=en) - [How to Use a Promo Code When Booking Online](https://support.pabau.com/en/pabau2/en/pabau2/how-to-use-promo-codes-when-booking-online?hsLang=en) - [How to Join the Waitlist via Online Bookings](https://support.pabau.com/en/pabau2/how-clients-can-join-the-waitlist-via-online-bookings?hsLang=en) - [How to Book a Class From the Online Booking Portal](https://support.pabau.com/en/pabau2/how-to-book-a-class-from-the-online-booking-portal?hsLang=en) - [How to Complete a Medical Form Before Your Appointment](https://support.pabau.com/en/pabau2/how-to-complete-a-medical-form-prior-to-your-appointment?hsLang=en) **Managing your appointments** - [How to Confirm Your Appointment via Email or SMS](https://support.pabau.com/en/pabau2/how-to-confirm-your-appointment-via-email-or-sms?hsLang=en) - [How to Reschedule Your Appointment](https://support.pabau.com/en/pabau2/how-to-reschedule-my-appointment?hsLang=en) - [How to Cancel Your Appointment](https://support.pabau.com/en/pabau2/how-to-cancel-your-appointment?hsLang=en) - [How to View Booked Classes From the Client Portal](https://support.pabau.com/en/pabau2/how-to-view-booked-classes-from-the-client-portal?hsLang=en) **Payments and cards** - [How to Pay an Unpaid Invoice via the Client Portal](https://support.pabau.com/en/pabau2/how-to-pay-an-unpaid-invoice-via-the-client-potal?hsLang=en) - [How to View and Manage Your Payments in the Client Portal](https://support.pabau.com/en/pabau2/how-to-view-and-manage-your-payments-in-the-client-portal?hsLang=en) - [How to Save Your Card on File for Future Payments](https://support.pabau.com/en/pabau2/how-to-save-your-card-on-file-for-future-payments?hsLang=en) - [How to Remove a Saved Card from the Client Portal](https://support.pabau.com/en/pabau2/how-to-remove-a-saved-card-from-the-client-portal?hsLang=en) - [How to Add Money to Your Account (Account Credit)](https://support.pabau.com/en/pabau2/how-to-purchase-account-payment-via-online-bookings?hsLang=en) **Packages, memberships, gift cards and loyalty** - [How to Buy a Package via Online Bookings](https://support.pabau.com/en/pabau2/how-to-pay-purchase-a-package-via-online-bookings-?hsLang=en) - [How to View Your Purchased Packages](https://support.pabau.com/en/pabau2/how-to-view-your-purchased-packages?hsLang=en) - [How to Book an Appointment Using a Package in the Client Portal](https://support.pabau.com/en/pabau2/how-to-book-an-appointment-using-a-package-in-the-client-portal?hsLang=en) - [How to Buy a Membership, Package or Gift Card Online](https://support.pabau.com/en/pabau2/how-to-buy-a-membership-package-or-gift-card-online-new-online-store?hsLang=en) - [How to Buy a Gift Card Online](https://support.pabau.com/en/pabau2/how-to-purchase-a-gift-voucher-via-online-bookings?hsLang=en) - [How to Buy a Gift Card for Someone Else](https://support.pabau.com/en/pabau2/how-to-purchase-a-gift-voucher-for-someone-else?hsLang=en) - [How to View Your Loyalty Points](https://support.pabau.com/en/pabau2/how-to-view-your-loyalty-points?hsLang=en) **Your records** - [How to Check Your Documents](https://support.pabau.com/en/pabau2/how-to-check-your-documents?hsLang=en) - [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) **TIP:** Can’t find what you need, or something doesn’t look right? Contact your clinic directly. They can check your details and the options they have switched on for you. **What's next?** New here? Start with [How to Book an Appointment via Online Bookings](https://support.pabau.com/en/pabau2/how-to-book-an-appointment-via-the-client-portal?hsLang=en) or [How to Log In to the Client Portal](https://support.pabau.com/en/pabau2/how-to-login-to-the-client-portal?hsLang=en). Questions? Contact your clinic directly — they will be 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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