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Self-service client portal signup (no client record required)

Currently, clients cannot sign up for the client portal unless a client record already exists on the business’s side. This requires either the business to manually create the client and enter an email, or for the client to book a service through the booking page before the client can create a portal account.

The request is to allow clients to self-create a client record and portal account without booking a service, providing a low-pressure way for hesitant or future clients to add their info, explore the portal, and return to book later.

Status: Completed1 comment

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Comments1

  • Holly Symosky

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    Mar 10

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    Merged request

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    1 vote

    Self-service Portal Registration for Clients

    I want clients to be able to create their own portal account independently from the public booking page without me having to send them a portal-registration email first. This would allow for a fully self-service onboarding experience.