A quick tour of the client's side, so you can guide them.
The client portal
When you invite a client, they sign in to their own portal with an email code, the same passwordless way you do. In the portal they can:
See their upcoming session in their own timezone, and click to join the Google Meet or Zoom call.
Add or update the card on file.
Complete intake and sign any consent agreements.
Do their homework and mark it done.
Message you. Their reply lands in your Messages inbox.
Request a reschedule.
For a minor, the parent or guardian signs in and does all of this on the child's behalf.
Reminders
If email reminders are on for your organization, clients get one the day before and one shortly before each session, in their own timezone, with the join link. A client can turn their own reminders off from their portal. Whether reminders are on is set by an admin (see Practice preferences).