Configuring Client Accounts Section in the Web Portal

Client user accounts play a crucial role in facilitating online bookings and enhancing the overall experience. This guide provides instructions on managing new client user accounts and customizing the user form options to suit your clinic needs.

New Client User Accounts

Client User Accounts are essential for individuals who wish to book services online. This ensures a personalized experience and allows for efficient communication. To allow new clients, follow the steps outlined below.

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Scroll to the Client Accounts section.
  4. Click on the checkbox if you Allow New Clients, uncheck if you do not.
  5. Save.

User Form Options

Tailor the information you collect from clients during the account creation process by selecting and configuring the fields to be visible and required in the user form. This helps in obtaining relevant details for effective communication and service delivery.

Mark the checkboxes under "Visible" to display the corresponding field on the user form.
Mark the checkboxes under "Required" to make the corresponding field mandatory for users during account creation.

Please note: You can disable whether you allow new Patients under the Patient Accounts section in the Web Portal & App under your Clinic Settings. If you choose not to allow new Patients, the User Form fields will no longer be visible. You can also indicate a message that you are not accepting new Patients.

How to Connect my Noterro Online Booking with my Website

Managing the Clinic's Web Portal Address

Enabling the Web Portal & App

Enabling Web Portal Features

Configuring Your Clinic Branded App

Selecting the Colour for the Web App

Configuring the Info Section in the Web Portal

Configuring Patient User Accounts

Configuring Online Booking

Managing Resources in the Web Portal

Client user accounts play a crucial role in facilitating online bookings and enhancing the overall experience. This guide provides instructions on managing new client user accounts and customizing the user form options to suit your clinic needs.

New Client User Accounts

Client User Accounts are essential for individuals who wish to book services online. This ensures a personalized experience and allows for efficient communication. To allow new clients, follow the steps outlined below.

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Scroll to the Client Accounts section.
  4. Click on the checkbox if you Allow New Clients, uncheck if you do not.
  5. Save.

User Form Options

Tailor the information you collect from clients during the account creation process by selecting and configuring the fields to be visible and required in the user form. This helps in obtaining relevant details for effective communication and service delivery.

Mark the checkboxes under "Visible" to display the corresponding field on the user form.
Mark the checkboxes under "Required" to make the corresponding field mandatory for users during account creation.

Please note: You can disable whether you allow new Patients under the Patient Accounts section in the Web Portal & App under your Clinic Settings. If you choose not to allow new Patients, the User Form fields will no longer be visible. You can also indicate a message that you are not accepting new Patients.

Client user accounts play a crucial role in facilitating online bookings and enhancing the overall experience. This guide provides instructions on managing new client user accounts and customizing the user form options to suit your clinic needs.

New Client User Accounts

Client User Accounts are essential for individuals who wish to book services online. This ensures a personalized experience and allows for efficient communication. To allow new clients, follow the steps outlined below.

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Scroll to the Client Accounts section.
  4. Click on the checkbox if you Allow New Clients, uncheck if you do not.
  5. Save.

User Form Options

Tailor the information you collect from clients during the account creation process by selecting and configuring the fields to be visible and required in the user form. This helps in obtaining relevant details for effective communication and service delivery.

Mark the checkboxes under "Visible" to display the corresponding field on the user form.
Mark the checkboxes under "Required" to make the corresponding field mandatory for users during account creation.

Please note: You can disable whether you allow new Patients under the Patient Accounts section in the Web Portal & App under your Clinic Settings. If you choose not to allow new Patients, the User Form fields will no longer be visible. You can also indicate a message that you are not accepting new Patients.

How to Connect my Noterro Online Booking with my Website

Managing the Clinic's Web Portal Address

Enabling the Web Portal & App

Enabling Web Portal Features

Configuring Your Clinic Branded App

Selecting the Colour for the Web App

Configuring the Info Section in the Web Portal

Configuring Patient User Accounts

Configuring Online Booking

Managing Resources in the Web Portal

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming