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 and 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 and 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 and 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

Allow clients to rebook, reschedule or cancel appointments directly from the client portal, including multi-service appointments and appointments for dependents. Clients can also confirm or cancel modified appointment requests for zero back and forth.

Prepare for appointments

Allow clients to add appointments to their personal calendar, download appointment confirmations and review appointment details for ultra-smooth appointment days.

Join virtual appointments

Give clients the ability to join virtual appointments from the client portal for seamless appointments every single time.

Forms/Invoices

Self-manage forms,
invoices and 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 and 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

Provide clients with contact information so they can easily get in touch with you whenever they need to.

Directions on hand

Allow clients to access directions directly from the client portal.

Account

Manage personal preferences

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 and 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).

Everything in your clients’ language!

Allow clients to rebook, reschedule or cancel appointments directly from the client portal, including multi-service appointments and appointments for dependents. Clients can also confirm or cancel modified appointment requests for zero back and forth.

Switch between languages

Allow clients to switch between their language of choice - English or French.

Online booking is only the beginning.

Reminders

Polished, automated confirmations and reminders.

Point of Sale

1-click invoicing and 1-click, online check-out.

Client Management

All your clients’ journeys in one place.

Reserve with Google

Get booked straight from Google – up to 64% more bookings!

Calendar

Schedules at a glance, easily customizable.

Online Forms

Online forms with automatic send out and filing.

Yocale Pay

Stylish hardware and wholesale rates.

Yocale Meet

1-click connect, integrated and secure web conferencing.