Navigating the Client Portal
Your client portal is organised into clear sections so you can find what you need quickly.
Dashboard
The dashboard is the first page you see after logging in. It shows:
- Upcoming appointments — Your next scheduled sessions with date, time, and practitioner name
- Action items — Documents to sign, forms to complete, or invoices to pay
- Recent activity — A summary of recent portal activity, such as completed forms or payment confirmations
If anything needs your attention, a notification badge (red dot) will appear on the relevant section.
Main sections
| Section | What you will find there |
|---|---|
| Appointments | All upcoming and past appointments, telehealth join buttons |
| Wellbeing | My Plan (everything assigned to you, plus your own tasks), Library (guided practices you can use any time), and Check-in (a quick rating of how you're going) |
| Documents | Forms to complete, documents to sign, files your practice has shared |
| Billing | Invoices, payment history, and payment options |
| Progress | Treatment goals, assessment scores, and session history |
| Messages | Secure messages from your practice |
| Profile | Your personal details, contact preferences, and notification settings |
Mobile navigation
On a mobile device (phone or tablet), the portal uses a bottom navigation bar with icons:
- Home — Dashboard
- Calendar — Appointments
- Files — Documents
- Dollar sign — Billing
- Person — Profile
Tap any icon to switch between sections.
Desktop navigation
On a desktop or laptop, a sidebar menu on the left shows all sections. The currently active section is highlighted.
Quick tips
- Tap your profile icon in the top-right corner to access settings or log out
- Use the notification badge (red dot) to see which sections need your attention
- If you cannot find something, contact your practice reception for guidance — some features may be enabled or disabled by your practice