Client Portal

Built for practitioners.
Designed for clients.

The portal is where your practice becomes visible to clients between sessions — appointments, plans, forms, progress, and messages in one place they'll actually use.

Practitioner view

See everything. Control everything.

From the practitioner side, the portal is a delivery and monitoring surface. You control what clients see, when they see it, and what they can act on.

Controlled delivery

Assign plans, resources, and forms on your schedule. Nothing reaches the client until you send it.

Engagement visibility

See when clients open plans, complete forms, and log data — so you know who's engaged and who needs a nudge.

Messaging center

Secure messaging with read receipts. No personal phone numbers, no third-party apps.

Practitioner dashboard showing client portal delivery controls and engagement status per client
One platform. Two experiences.
Client view

A place clients actually come back to.

The client-facing portal is clean, mobile-first, and designed to keep clients connected to their care between appointments — without overwhelming them.

Everything in one place

Appointments, plans, forms, messages, and billing — no app switching, no confusion.

Mobile-first design

Optimized for phones. Clients log food, complete forms, and message their practitioner from anywhere.

Progress that motivates

Clients see their own trends, completed milestones, and upcoming actions — so the work between sessions feels purposeful.

Client portal mobile view — home tab with upcoming appointment, active plan, and recent progress
White label

Your brand. Their experience.

Apply your practice logo, colors, and domain. Clients see your brand — not HerbalClient's.

Side-by-side: generic portal vs. branded portal with custom logo and color

See what your clients will see.

Book a demo and walk through the portal from both sides — practitioner controls and the client-facing experience.