Inviting clients to the client portal
Send secure, time-limited portal invitations so clients can set up access, update intake details, and review appointments without sharing passwords.
How invitations work
Each client receives a unique, time-limited invite link. The link lets them set up access without sharing a password over email.
Invitations expire for safety. If a client reports that their link no longer works, resend it from the client record.
What clients can do in the portal
Clients can review upcoming appointments, update intake information, complete requested forms, and request a session time from your open practice hours.
Clients cannot see other clients, clinical notes, or any data outside what you explicitly share.
Resending and revoking invitations
Resend an invitation at any time from the client record. The new link replaces the previous one and resets the expiry window.
If an invite was sent by mistake, revoke it from the same menu. Revoked links stop working immediately, even if they have not expired.
Related guides
Scheduling and rescheduling sessions
Book appointments, set recurring sessions, reschedule one instance or a whole series, and handle cancellations and no-shows without auto-charging.
Getting started with EasyMindCare
Set up your practice profile, invite your first client, and complete your first session in under five minutes.