Client Portal

Answers without another call.

One link to their visits, forms and remaining credit. No password. No app to install.

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Illustrative Client Portal

The answers clients look for

Their visit. Their forms. What’s left.

Give clients a place to check the everyday details, without asking your desk to look them up.

“When am I in?”
The next appointment, at the top.
“How many visits are left?”
Remaining package sessions and membership credits, with expiry and billing details.
“What credit do I have?”
Gift cards, credits and recent wallet activity.
How the account link works
  1. Opens

    Straight from the link.

    No password, no sign-up, no app. Olivia taps it and she’s in.

  2. Keeps working

    For 90 days.

    Copying it again before then gives the same link.

  3. Only hers

    Her records, never another client’s.

    Her appointments, forms, visits, memberships, packages, wallet and messages.

  4. Stays with her

    Her account link stays with her.

    Someone who books or buys online with Olivia’s name, email or phone never receives her link.

  5. Refuses

    The wrong link opens nothing.

    An expired or replaced link, or one from another business, opens nothing and asks her to get a new one.

  6. Still hers

    Blocked from booking, not from her records.

    A client you block from booking and buying online can still open her account.

Before the next visit

Help them arrive ready.

Illustrative visit and forms

Their next appointment and unfinished forms are together. Clients can complete forms and reschedule or cancel a visit up to your notice cutoff.

History, forms and contact details
  • Visit History keeps past services, provider, amount and completed forms together
  • The forms view shows what the next visit needs and every form still unfinished
  • Switch the list to past visits
  • The wallet: gift cards and credits, what each is worth and its recent activity
  • The name, email and phone you have on file, in Profile
  • Call or email the studio from buttons in the account
When a membership needs attention

Make the next step clear.

Illustrative membership recovery after successful overdue payment

A payment behind or an unfinished membership appears at the top, with a way to pay, update the card or finish joining.

Membership details and navigation
  • The member adds a new card and pays quoted overdue invoices, one original Stripe account and customer group at a time; successfully recovered memberships are restored
  • On a phone, a bar along the bottom goes to Home, Contact and Profile
  • Each membership shows the services or credits left and how and when it next bills
How your team shares access
  • Copy the link. From Client account access on the client’s profile, to send it yourself.
  • Open their account. In a new tab, to see what they see.
  • Know its status. Whether a link exists, when it was last opened and when it expires; never a claim that it was sent.
  • Only who manages that client. Team members who manage all clients, or their own clients for a client in their book.
Olivia Grant’s client profile in EstheticSense, on the Profile tab: her contact details beside Client account access, which says the link was shared Oct 5, 2026 and not opened yet, with Copy link and Open; below it her communication settings.
Open full-size product capture (new tab)
Also included

The rest of the account.

Grouped by the moment you need it.

In the account
  • Each membership with what’s left, when it expires and how and when it next bills
  • Each package with the sessions it has left
  • Clients with an eligible package can choose it in the account-linked booking flow. General new-booking and purchase discovery inside the account are later
  • Stored value, gift cards and credits in the wallet
  • Their details on file, in Profile
  • Call or email buttons
  • The phone bar: Home, Contact, Profile

Before you decide

Switching from another tool?

Plan the move before anything changes at your business.

Plan the switch →
What does it cost?

The Client Portal is included in the subscription.

See pricing →
Not available yet

General new-booking and purchase discovery from inside the account, a password, clients changing their own details, sending the link from EstheticSense or carrying it in confirmations and reminders, replacing or stopping a link, the iPhone app, an address on your own domain and installing the account like an app are later. Clients book through your online booking link.

Related Your brand on client touchpointsOnline bookingForms & templatesMemberships & packages

Hand a client the link

See the visit from their side.

Open a sample client’s link. Explore their visit, forms and balances.

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$19 first provider · $149 maximum per location