To further streamline the management of your appointments with clients, GOrendezvous has developed a personalized client portal.
Why create a Client Portal?
Benefits of a Client Portal for Professionals:
- Fewer Emails to Send: Your clients can complete forms directly in the portal before their appointment. They can also modify or confirm their appointments in just a few clicks or consult their receipts or invoices.
- Save Time in Your Practice: Empower your clients to be more self-sufficient by giving them access to all the necessary information and documents in one convenient location.
- Boost Client Loyalty and Revenue: Simplified booking means clients can easily schedule appointments for themselves and their loved ones, ensuring regular returns and better retention.
🗓️ We're already working on the next version of the portal to bring you even more features, including file sharing! 🎉
→ Secure File Sharing: Your clients will soon be able to securely share documents with you (e.g., X-rays, medical reports) directly through the portal.
→ File Upload for your Clients: You'll also be able to upload documents for your clients, such as nutritional programs, meal plans or weekly menus, ergonomic tips, or at-home exercise sheets for example.
Benefits of a Client Portal for Your Clients:
- Access Their Appointments: No more digging through emails—your clients can easily find details of both past and upcoming appointments.
- Modify and Confirm with Ease: They can update or confirm their appointments directly from the portal and even check their position on the waitlist.
- Access Their Invoices: All invoices and insurance receipts are conveniently centralized in one place. Your clients can download them anytime.
- Easily Book Follow-Up Appointments: With direct access to professionals they’ve already consulted, your clients can schedule their next appointment in just a few clicks.
- 24/7 Availability: Clients can access the portal anytime, enhancing their experience and independence.
- Manage Family Appointments: Parents or guardians can easily view and manage invoices and appointments for the whole family with just a few clicks.
The client portal is a valuable tool for both professionals and clients. It saves time and centralizes information, ensuring better tracking and management on both sides!