In this guide to navigating your Client Portal, we'll offer essential insights into finding the portal and comprehending the key metrics it provides for your client platform.
The client portal serves as a gateway for clients to interact with your business. Within this portal, clients can schedule appointments, fill out medical forms, access their invoices, review packages, and more.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
Getting Started: Locating and Configuring Your Client Portal
Begin by navigating to the left sidebar menu, clicking on Setup, and selecting "Client Portal" under the "Services" section.
Client Portal Overview: Understanding Key Metrics
Upon entering the Client Portal page, you'll encounter various sections providing comprehensive information about your client engagement. A prominent feature is the graph showcasing the number of new users who have registered for your client area in recent months.
Adjacent to the graph is the Location filter, offering a convenient way to narrow down and analyze location-specific metrics.
On the right side, you'll find the "Bookings" and "Trends" sections.
The "Bookings" section provides insights into app downloads, registrations, and active user statistics. Meanwhile, the "Trends" section highlights key trends observed over the past 30 days.
Customization for Tailored Experiences
Situated between the "Bookings" and "Trends" sections is the "Customize" button. Utilize this feature to tailor your client portal, ensuring it aligns perfectly with your business needs and branding.
NOTE: To explore the customization and configuration options for your client portal, refer to the How to Configure the Functionality of Your Client Portal and How to Customize Your Client Portal articles.
Optimization Tips from Pabau
Beneath the "Customize" button, you'll find Pabau's tips designed to optimize your client portal. Leverage these insights to enhance the user experience, streamline operations, and maximize the portal's effectiveness for your business.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.