Client Settings & Configuration
Configure how clients interact with your Flowdara practice, manage their data, and customize their experience.
Client Settings Overview
Manage client experience, data, and communication preferences
Client Experience
- • Customize booking page appearance
- • Set up intake forms and questionnaires
- • Configure cancellation policies
- • Manage client portal access
Data & Privacy
- • Control what client data is collected
- • Set up data retention policies
- • Configure privacy settings
- • Manage client consent
Booking Experience
Customize how clients book appointments
Booking Page Settings
- • Customize page layout and branding
- • Set required vs optional fields
- • Configure booking confirmation messages
- • Set up intake forms
Availability Settings
- • Set advance booking notice
- • Configure cancellation windows
- • Set maximum booking lead time
- • Manage buffer times
Communication Settings
Manage client notifications and messaging
Notification Preferences
- • Email confirmation settings
- • SMS notification options
- • Reminder timing and frequency
- • Custom message templates
Message Customization
- • Welcome message templates
- • Confirmation email content
- • Reminder message customization
- • Follow-up communication
Client Data Management
Control how client information is collected, stored, and used
Data Collection
Required Fields
Name, email, phone (optional)
Intake Forms
Custom questionnaires and health history
Session History
Track appointments and progress
Privacy & Security
Data Protection
HIPAA-compliant data storage
Access Control
Client portal security settings
Consent Management
Client consent and preferences
Client Portal Configuration
Set up client self-service features and access
Portal Features
- • View upcoming appointments
- • Access session history
- • Download invoices and receipts
- • Update personal information
- • Cancel or reschedule appointments
- • Access session notes and progress
Access Settings
- • Enable/disable client portal
- • Set password requirements
- • Configure session timeouts
- • Set up two-factor authentication
- • Control data visibility
- • Manage portal branding
Best Practices for Client Settings
Tips for optimal client experience and data management
User Experience
- • Keep booking forms simple and clear
- • Provide clear cancellation policies
- • Send timely and relevant notifications
- • Make client portal easy to navigate
Data Management
- • Only collect necessary information
- • Regularly review and update settings
- • Ensure compliance with privacy laws
- • Back up client data regularly