The Client Portal gives your customers a single place to see their appointments, invoices, documents, and messages, and two features make getting there, and using it daily, much easier: magic-link single sign-on and a fully branded mobile app.
Magic-link SSO lets a client access the portal with a single click from an email or text, without typing a username or password. Instead of a traditional login form, the client receives a secure, time-limited link; clicking it signs them straight into their portal session. This removes password friction entirely and reduces support requests from clients who forget their login details.
The branded mobile app takes the same Client Portal experience and packages it as a native app that carries your business's own name, logo, colors, and icon, not a generic shared app. Clients download an app that looks and feels like it was built specifically for you, while behind the scenes it's powered by the same portal data: appointments, payments, documents, and conversations.
Together, these features make the portal something clients actually use, no password to remember, and an app on their home screen that reflects your brand rather than a shared platform name.
Configure SSO links and branding under Client Portal -> App Settings.