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!
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.
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
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 & 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.
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 prefences
Complete personalization. Allow clients to manage their personal information, add dependents and manage their text and email preferences so you’re always compliant.
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.
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).
Switch between languages
Allow clients to switch between their language of choice - 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.
