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Client portal

A secure client portal for every client.

Give each client a private, login-protected portal where they book sessions, complete assessments, and share documents with you. One confidential space instead of records scattered across email and chat apps.

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When a client's forms, documents, and bookings live across email, WhatsApp, and a drive folder, the practice loses control of where sensitive information ends up. Serene's client portal puts all of it in one secure place that only you and that client can reach. Clients verify their identity to get in, and everything they do in the portal attaches to their record automatically.

Documents

Share documents securely, both ways

Share resources, worksheets, and documents with a client through the portal instead of email, and let them upload what you need from their side, such as reports or homework. Files stay organised against the right client, with read and upload status so you know what has been seen.

  • Share documents and resources to the client's portal
  • Clients upload files securely from any device
  • Everything organised against the client's record

Booking and assessments

Clients book and complete assessments themselves

From the portal a client can book their next session with you, choosing the service and time that suits them, and complete any assessments you have assigned. It removes the back-and-forth of arranging the next appointment and gathering information before it.

  • Self-book the next session from inside the portal
  • Complete assessments the therapist has assigned
  • View upcoming and past bookings in one place

Privacy

Private by design, verified access

A client reaches their portal by verifying their identity, and can only ever see their own material. The portal runs on infrastructure built for clinical data, with access controlled per client, so the confidentiality the therapy relationship depends on is built into how the portal works.

  • Identity verification before a client can open their portal
  • Each client sees only their own documents and bookings
  • Built on privacy-first, access-controlled infrastructure

FAQ

Questions about the client portal.

A client can book their next session, complete assessments you have assigned, view their bookings, share and upload documents securely, and update their own profile details. Everything they do attaches to their record automatically.

Their therapist creates the portal when they become a client, so they do not sign up themselves. To open it, the client verifies their identity, which keeps their records private and makes sure only they can reach their space.

Yes. Each client can only ever reach their own material, access is verified, and the portal runs on infrastructure built for clinical data. Confidentiality is treated as the foundation of the portal rather than an add-on.

More of Serene

Part of one platform for your whole practice.

Form builder

Build intake forms and assessments clients complete online.

Scheduling

Let clients self-book sessions that sync to your calendar.

Security

How Serene protects client data and confidentiality.

Get started

Give clients one secure place for their care.

Start free and give every client a private portal for bookings, assessments, and documents.