The client portal
The portal is the client's own front door: one page where they pull up their upcoming appointments without an account or a password. It's the answer to "I deleted the confirmation email."
How clients use it
- They open your booking page address plus /portal.
- The page says Find my bookings: they enter their email or phone in the Email or phone field and send it.
- "Check your inbox": a private link goes to that email or phone.
- The link opens their Upcoming appointments, each with the same reschedule and cancel self-service as a confirmation link.
Example. A client cleared her inbox and lost Thursday's confirmation. She opens goldencoast's portal, types her phone number, taps the link she gets, and moves Thursday to Friday herself. The desk never hears about it.
Common questions
- Is there a password? No. The private link is the whole sign-in; it goes only to the email or phone already on the client's record.
- The link says it expired? Links are short-lived on purpose. Request a fresh one from the portal page; it takes seconds.
- What if they enter an email you don't have on file? They get the same "check your inbox" screen either way, but only details that match a real client record receive a link. Nobody can fish for who's a client.
- What shows in the portal? Upcoming appointments. Past history stays at the desk, on the client's record.
Good to know
- The portal reuses the same private-link security as confirmation links, so there's nothing extra to set up. It's live as soon as your booking page is.
- Front desk shortcut: when a caller wants to "check my appointment," the portal address is faster than reading the calendar out loud.