What does the client portal look like?
The client portal is a simplified version of Canopy. It has the same look an feel as the practitioner's view.
Your client can:
- Upload files
- Create and update dates
- Make payments (if Stripe is implemented at your practice)
- View, download and print invoices and payment receipts (if you're using Canopy Billing)
- Update username and password
- Complete collection surveys
- View the files and dates you've shared with them
Your client cannot:
- Invite others to Canopy
- View your notes
- See files or dates you haven't shared with them
- View other clients' information they aren't invited to
- See tax resolution analytics
- Delete files
You will automatically be notified when your client uploads a file, creates a date, edits a date, and completes a survey.
Collection survey view
If you invited your client to Canopy for the first time when you created the collection survey, they are taken directly to the survey.
It's the same survey you see when logged in. Your client can jump from section to section and make edits to previous answers (as long as they still have access to the survey).
If your client clicks on their name in the upper right corner, they'll be taken to the client dashboard view (as shown below).
Client portal without Stripe integration
This is what they'll see when they log in for the first time. ('Outstanding Balance' is visible if you're using Canopy Billing & Invoicing)
*If you invited your client to Canopy when you created the collection survey, they'll be taken directly to the survey the first time they log in*
If your client needs to complete a collection survey, the client portal will notify them in the Surveys section.
*Your client will be reminded every time they log in to complete the survey*
Client portal view with Stripe integration
Your client can make credit/debit card payments from the client portal by clicking on 'Make a Payment'.
Payments section without Stripe integration
Your client can see all outstanding and paid invoices as well as their payment history.
*Your client cannot make a payment online without the Stripe integration*
Pay an invoice from the client portal
With the Stripe integration your client can make a payment from the client portal.
When your client clicks 'Make a Payment' they select the invoices they want to pay and then enter their credit/debit card information.
If they payment is successful, your client will receive a payment confirmation.