Everyone’s favorite client portal
Wow clients and reduce phone-tag with fully-integrated, personal portals for every client. Clients can manage appointments, complete forms and invoices, access everything needed for their next appointment and more!
* No credit card required
Dashboard
View past & upcoming appointments
A smart client dashboard. Allow clients to have a 360-degree overview of appointment history and the ability to view past and upcoming appointments to keep them on track.
View past & upcoming appointments
Allow clients to view past and upcoming appointments from their client dashboard so they’re always in the know.
Always find what you’re looking for
Allow clients to use the search bar to find what they’re looking for, from individual services to providers to business names. Clients can also filter appointments by status or other data points.
Appointments
Self-manage appointments & appointment requests
100% self-appointment management. Empower clients to rebook, reschedule or cancel on their own without having to reach you first. Clients can also prepare for their next appointment and join virtual appointments.
Self-manage appointments
Prepare for appointments
Join virtual appointments
Forms/Invoices
Self-manage forms, invoices & more
100% form and invoice management. Save time by allowing clients to complete forms, access invoices, write reviews and more.
Complete forms
Allow clients to complete and update forms (intake, contracts, consent, etc.) in advance of appointment day.
Access invoices & keep tabs on payment status
Provide clients with invoice access directly from the client portal so you never have to go digging again! Clients can also view current payment status (paid, partially paid or outstanding) so they can keep track of their tabs.
Write reviews so you can build your online presence
Allow clients to write reviews (and view past reviews they’ve written). Turn loyal clients into ambassadors so you can build your clientele!
Bookmark
Easily get in touch
Allow clients to access contact information and directions so you’re always on the same page!
Phone numbers on speed dial
Directions on hand
Account
Manage personal prefences
Manage personal prefences
Add dependents
Have clients add dependents and modify them at any time.
Manage personal information
Allow clients to manage their personal information, including their birthday and their picture and their email and passwords.
Manage SMS & email preferences
Allow clients to opt-in or out of SMS reminders and email communications, including appointment reminders and notifications.
Localization
Access Yocale in your language of choice!
Allow clients to access the client portal, book appointments or even switch between languages (English or French).