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Understanding the Client Portal: Features and How It Works.

A quick look at what clients can see in their portal upon signing up and signing in.

 

The Heallist Client Portal offers an intuitive interface to help clients manage their holistic wellness journey effortlessly. Here’s a breakdown of its key features:

1. Bookings Page

Keep track of your appointments with ease:

  • Access and manage all upcoming, current, and past bookings in one convenient place.
  • View session details and appointments effortlessly.
  • Reschedule or Cancel Bookings.

2. Network Page

Discover the perfect holistic practitioners for your needs:

  • Browse the Heallist Network to explore a wide range of healers.
  • Use advanced filters to search by specialty, location, or modality, ensuring a tailored experience.

3. Connections Page

Stay organized with your practitioner relationships:

  • View and manage your connections with healers.
  • Quickly revisit your favorite practitioners or follow up for additional sessions.

4. Messaging

Communicate seamlessly with your practitioners:

  • Send and receive messages directly through the portal.
  • Discuss session details, ask questions, or share updates securely.
  • Stay connected and ensure clear communication for a better experience.

5. Account Settings Page

Maintain full control over your personal details:

  • Update your password, name, email address, and phone number as needed.
  • Ensure your account information is accurate and secure for a seamless experience.

How It Works

The client portal is designed to make managing your holistic wellness journey simple and efficient. Whether booking sessions, exploring practitioners, or updating your details, everything you need is just a few clicks away.