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Improve Client Portal#150

Give the option to add additional sections to a client’s login screen, such as adding in contracts, files, notes and custom links etc. (Honeybook is a good example).

3 years ago
3
N
Changed the title from "Client Portal" to "Improve Client Portal"
3 years ago
N
Changed the status to
Planned: Later
3 years ago

Yes!! This would be amazing.

2 years ago

This would be super beneficial

2 years ago
C

This would be amazing! and just to add, enable a multiple inner user (custom field listing) for example we work with pediatrics centers and families have 2 or more kids so booking under one account and select from an internal list which child is the one needing a doctor.

8 months ago
1

Being able to embed a Tally.so form here would be helpful also

8 months ago

Hi everyone! We’ve introduced Customer Custom Fields (Intake Forms) that will be stored in the Edit Customer section and their client portal.

You have the option to decide if you want to ask a customer for this information just once or at every appointment, and whether it should be optional or mandatory.

We are looking forward to your feedback!

Best,
Trafft team

4 days ago
Changed the status to
Completed
4 days ago