To get started with the Patient Portal, you will need to follow these steps. Click here

Below is how you can invite your clients to Patient Portal, in a few ways:

1) Use a marketing platform such as MailChimp, ActiveCampaign, Mailerlite etc. to send a newsletter.

2) Email clients directly. You can create the Portal invite as a content block to be inserted into emails. To do this, follow these steps. Click here.

3) Create a survey email for the invite to be sent automatically the day after your client's initial appointment. 

You can use the below sample wording to invite clients to the patient portal.

You will need to manually type in the merge tags into your message for it to work correctly. 

Sample Wording:

Hi {{client.first_name}}          

At CLINIC NAME we are making life a little easier for you with the new Patient Portal!

By registering to use the Patient Portal you can:

✅See upcoming and past appointments

✅Cancel appointments within the clinics cancellation policy

✅See past and present prescriptions

✅Order supplements from your current prescription

✅Upload documents ( pathology report, diet diaries, photos etc) and

✅View courses you are enrolled in

First time users click here: 

  • click 'create an account' and follow the prompts, ensuring you enter your email address, D.O.B and a strong password (including capital letters, numbers and characters) as this is part of the identification step before you click on Sign Up. 
  • You will receive an email from with subject heading "Your verification link", click on that link to verify
  • You will then need to go back to, select 'Sign In' then enter the email and password you selected when creating the account. 
  • Bookmark your portal link for quick future access

Why not practice by uploading a profile pic of your self and I will add this to your patient profile!

If you have any questions, don't hesitate to send me an email at {{}}   

Kind Regards,

{{practitioner.first_name}} {{practitioner.last_name}} 


If you no longer wish to receive promotional content from me, please click here to optout: {{optout}} 

Please note: the practitioner name and email merge tags will not work in content blocks but will work in survey emails.