Clients can be granted access to the Client Portal either through self directed sign up or via invitation. Both methods require you to tie clients from your Zencare client list to your Online Booking client list.
Client Directed Signup
If you will be using Online Booking for new clients, they will create their own account by visiting your Online Booking URL through your website. In order to book a session, they must create an account and verify their email address.
Clients can create an account by selecting Create Account at the top of the Client Portal.
They will then fill out the required information and select Create Account.
Once they have filled out the required information they will receive an email to verify their account. By following the instructions they will be verified and able to book sessions via the Client Portal. If the client cannot verify their account, you can verify it manually by navigating to Prospects under Clients and selecting Verify.
Associating a Prospective Client
After the prospective client is verified, you will need to associate the prospect to an existing client profile. First create a client profile for them. Next, from the Prospects menu under Clients, select Associate after selecting the desired prospect.
From the Associate Client menu, type in the newly created client's name, and then select Associate.
Now the client will be able to book sessions through the Client Portal.
Client Invitation
You can invite a client to the Client Portal by going to Clients, selecting the desired client, and then selecting Invite to Portal.
From the Invite to Client Portal menu, you can send either an Email or an SMS.
To send an email invitation select Email, enter the email address if not already pre-populated, modify the Subject and Welcome Email Message, and then select Send Invite when finished.
To send an SMS invitation, select SMS and enter the phone number if not already pre-populated, modify the Welcome SMS Message as desired, and then select Send Invite.