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The client portal is a secure web area where the people you look after sign in to see appointments, documents and telehealth links, and message you. This tab names it, brands it, decides which parts of it exist, and puts it online.
The settings sidebar heads this section PATIENT EXPERIENCE and calls this tab Patient Portal, while the rest of your workspace — and this page — says clients. Same people, same portal. Help pages bold what is on your screen, which is why those two read “Patient” here.

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What this tab controls

At the top sits a hero card: the master Client Portal switch, your live address on client.clinikehr.com with copy and open buttons, and the publish button. The tab-by-tab detail is covered in Enable the portal and Portal features rather than repeated here.

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Set it up

1

Name the portal

On Branding, enter a Portal Name — what clients see at the top of the page, usually your practice name.
2

Claim your address

Still on Branding, enter a URL Slug. It is checked as you type, for shape, for reserved and unsuitable words, and against every other workspace. Your address becomes client.clinikehr.com/ plus that slug.
3

Turn the master switch on

In the hero card, switch Client Portal on. Its caption changes from “Currently disabled” to “Active & accessible”.
4

Work through the seven tabs

Decide what the portal offers before anyone can reach it. Start with Privacy — it governs who may register — then Appointments and Documents.
5

Select Save Changes

The button publishes and saves in one action. It then turns green and reads Live with a pulsing dot.
Once the portal is live, that green Live button is not a save button. Selecting it unpublishes the portal — the tooltip reads “Unpublish Client Portal” and you get “Portal unpublished successfully”. Every client is signed out of a portal that no longer exists. To change a setting on a live portal, edit it and select Live only if you actually intend to take the portal down; otherwise leave the button alone and re-publish afterwards.

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What changes once you save

Publishing puts your address online. Nobody is signed in yet, because two conditions must both hold before any one client can get in:
  1. The clinic-wide switch on this tab, and
  2. that individual client’s own portal access, set on their record.
A client who cannot sign in almost always has the second one switched off, not the first. That is deliberate — publishing the portal must not hand every person on your list an account. Enabling the portal also quietly enables individual self-registration, because those permissions default to on. If you want to invite people one at a time instead, open the Privacy tab and turn self-registration off before you publish. Elsewhere in the product, a client record gains portal status, and documents you send become readable in the portal rather than only by email link. Turning a feature tab off later removes it from the portal at once; it does not delete anything a client already saw. Only the owner can change any of this. Managers and accountants who can reach settings see the whole tab read-only.

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Check it worked

Copy the address from the hero card and open it in a private browser window. You should reach a branded sign-in page carrying your Portal Name, not a not-found error. Then enable portal access for one real client, and ask them to confirm they can sign in and see their next appointment.

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Common issues

Save is blocked until both Portal Name and URL Slug are filled in. Until the slug exists, the hero card says “Set a URL slug in Branding to publish your portal”. It is also blocked while the slug check is still failing.
The portal starts on the Starter plan: “The Client Portal is a premium feature available on our Starter, Essential and Team plans.” See Change your plan.
Those two tabs need Essential or above. The rest of the portal works without them.
Only the owner can edit portal settings. Everyone else with settings access sees it read-only.
Slugs must be lowercase letters, numbers and hyphens, must not be a reserved word, and must be unused across every workspace — not only yours. The indicator under the field says which rule failed.
Check the second condition: open their record and confirm portal access is on for them. A published portal alone does not create accounts.