Branded Client Portal
Clients don’t want to dig through email to find their protocol PDF. They want one branded space that holds their plan, their progress, their recordings, and their resources. They want it to feel like part of your practice — not like a generic SaaS tool.
This is that space.
What clients see when they log in
- Their personalized plan — current week, current protocol, current focus
- Progress dashboard — weight, biomarkers, streak, milestones hit
- Session history — past sessions with notes (practitioner-edited) and recordings if applicable
- Resource library — recipes, protocols, education videos gated to their program
- Messaging — quick access to the practitioner SMS/email channel
- Billing & docs — invoices, receipts, agreement, refund policy
All under your domain, your logo, your color palette.
What practitioners see
A unified dashboard per client:
- Days since last reply
- Current streak
- Last 7 days check-in pulse summary
- Open alerts (red flags, no replies, plateau)
- Quick actions: send snippet, schedule follow-up, escalate
Mobile-first
70%+ of wellness clients open the portal on phone. The mobile experience is the primary design target — not an afterthought.
What it replaces
- Google Drive folder full of unorganized PDFs
- Email chains hunting for “the protocol you sent”
- Loom links lost in old chats
- Notion pages no one updates
- The cognitive load of “where did my coach put that?”
Customized to your practice
During the 10 dedicated configuration hours, we set up:
- Your brand (logo, colors, fonts)
- Your protocol library structure
- Your session-note template
- Your billing display preferences
- Your messaging cadence defaults