Invite a client to the portal

The portal is the client's own page at your practice. They see their sessions, the forms you send and their invoices. They need no password: Bliss emails them a sign-in link.

1. 1Open the client's page and choose Invite to portal.
2. 2Check the email address under Check this is right. Whoever reads that inbox can open the link.
3. 3Choose Send invitation.

• The link works once, for 7 days.
• The Portal fact on the client page changes once they join.
• Booking confirmation emails also carry a See your session button that signs the client in, until they join. You can turn this off in Policies, under Client portal.

If the wrong person joined

Choose More, then Unlink portal account. Whoever is signed in to that account stops seeing the client's sessions, forms and invoices at once. You can correct the client's email or mobile in the same step.