Client Portal Shortcuts are links that Therapist can send to a Client to Login to the Client Portal, Create a New Appointment, or a New Client Portal Invitation Link. You can take these links and share them with your clients, embed them in your website, or social media pages.
- Click Organization tab in primary navigation bar.
- In Client Portal in side menu.
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Client Shortcut links are on the right.
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New Invitation Link - Share with your new Clients who you have NOT already added to your TheraNest account. This link will allow for them to register in your system and create a new Client Portal account at the same time. This link should NOT be shared with Clients who have already been added in your system. It will not work for them.
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Login Link - Share with your existing Clients to direct them to the page where they can sign into their existing Client Portal Account.
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New Appointment Link - Clients can schedule Appointments from this link. They will select a Staff Member, see availability and then schedule an Appointment. They will not be able to submit the appointment request until they login or register with the client portal. You can share with your existing clients to allow them to schedule new appointments quickly, or with unregistered clients to schedule an appointment and create a new Client Portal account.
NOTE: You will only see this link if you have Self-Scheduling turned on.
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New Invitation Link - Share with your new Clients who you have NOT already added to your TheraNest account. This link will allow for them to register in your system and create a new Client Portal account at the same time. This link should NOT be shared with Clients who have already been added in your system. It will not work for them.