---
title: How Clients Authenticate via the Client Portal
description: Learn how to access the Client Portal, verify your identity securely, and view, change or cancel appointments online with your clinic.
---

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3. [The Client Portal - Part of the Online Booking 2.0 Add-On](https://knowledge.writeupp.com/en/online-booking?hsLang=en#the-client-portal-part-of-the-online-booking-2-0-add-on)

June 12, 2026

# How Clients Authenticate via the Client Portal

The Client Portal allows you to securely view and manage your appointments online. Depending on how your clinic has set things up, you may access the portal in one of two ways.

### **Accessing the Portal from an Appointment Link**

Your clinic may send you a secure link in your appointment confirmation email or SMS.

This link may be shown as "Manage Appointment", or simply the URL of the portal. For example, the email you receive might look something like this:

![Screenshot 2026-05-27 154919](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-27%20154919.png?width=633&height=321&name=Screenshot%202026-05-27%20154919.png)

When you click the link, you’ll be taken directly to a secure version of the Client Portal for that specific appointment only.

To continue, you will be asked to confirm:

- Your **Date of Birth**
- Your **Postcode**

**![Screenshot 2026-05-28 083651](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-28%20083651.png?width=562&height=367&name=Screenshot%202026-05-28%20083651.png)**  
Once verified, you’ll be able to:

- View the appointment details
- Change the appointment date or time (if allowed by your clinic)
- Cancel the appointment (if allowed)
- Leave a message for the clinic when changing or cancelling the appointment

![Screenshot 2026-05-28 083922](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-28%20083922.png?width=567&height=324&name=Screenshot%202026-05-28%20083922.png)

If your clinic does not have your postcode and/or date of birth recorded on your client profile, you’ll see an error message when trying to log in. Please contact the clinic to provide these details before attempting to access the Client Portal again.

**Important**  
This type of link only gives access to the appointment linked in the message for security reasons. You will not be able to view other appointments or access the full portal through this link.

### **Accessing the Full Patient Portal**

Some clinics may also provide access to the full Client Portal login page.

To access the portal, follow the link provided by the clinic. You’ll first need to enter your email address to receive a secure magic link. You may also choose to receive your magic link by SMS instead of email.![Screenshot 2026-05-27 094851](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-27%20094851.png?width=566&height=355&name=Screenshot%202026-05-27%20094851.png)

It’s important that the email address or mobile number you enter matches the details your clinic has on record for you.

Once received, click the **magic link** in the email or SMS you receive to securely log in to the portal.  
![Screenshot 2026-05-27 095111](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-27%20095111.png?width=576&height=242&name=Screenshot%202026-05-27%20095111.png)

Note: The magic link included in the email will expire after a period of time for security reasons. If the link has expired, you can request a new one.

You will then be asked to verify your identity using your **postcode** and **date of birth** before gaining access to the portal.  
![Screenshot 2026-05-28 083651](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-28%20083651.png?width=534&height=349&name=Screenshot%202026-05-28%20083651.png)

Once logged in, you will be able to:

- View the first five upcoming appointments
- View previous appointments and future appointments
- Manage eligible appointments online, including changing or cancelling appointments
- View appointment details in one place

#### ![Screenshot 2026-05-28 090106](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-28%20090106.png?width=489&height=429&name=Screenshot%202026-05-28%20090106.png) **What Happens After Authentication?**

Once you’ve successfully authenticated, you’ll see your appointment information and any actions available to you.

The information you can view for an appointment within the Client Portal is:

- Appointment type
- Location
- Clinician
- Date/time

Depending on your clinic’s settings, you may be able to:

- Reschedule appointments
- Cancel appointments
- Send a message explaining changes or cancellations

Whether you can cancel or change an appointment online will depend on how your clinic has configured their Client Portal settings. For example, some clinics may prevent appointment changes or cancellations within a certain time period, such as 24 hours before the appointment. If this happens, you’ll need to contact the clinic directly to make any changes.

If online payments are enabled by your clinic, refund rules may also apply when cancelling appointments. A cancellation policy may be displayed before you confirm your appointment cancellation, so read this carefully before continuing.  

### **Keeping Your Information Secure**

The Client Portal is designed to keep your information secure.

To protect your privacy:

- Appointment-specific magic links are unique and secure, and only allow access to the appointment linked in the message.
- To access the full Client Portal, you’ll need to enter your email address first. A secure login link will then be sent to your inbox.
- For security purposes, you’ll always need to verify your identity using your Date of Birth and Postcode before accessing the portal.

### **Troubleshooting**

##### **My link has expired**

For security reasons, magic links will expire after a period of time.

If your link no longer works, you can request a new link, or please contact your clinic for assistance. 

##### **My Date of Birth or postcode is not working**

Please make sure:

- Your Date of Birth is entered correctly
- You are using the postcode registered with your clinic
- There are no typing mistakes or extra spaces

If you’ve entered an email address or mobile number to receive your portal login link, make sure it matches the contact details your clinic has on record for you.

If you still cannot log in, contact your clinic to check that these details exist and are correct on your record.

##### **I can’t see my appointment**

This can happen if:

- Your clinic has disabled Client Portal access
- Your appointment has already passed
- You logged in using a magic link that only allows access to one specific appointment

If you think something is missing, please contact your clinic directly.

#### **Need More Help?**

If you’re having trouble accessing the Client Portal, please contact your clinic directly for assistance.

##### More articles

- [How to change an appointment in the Client Portal](https://knowledge.writeupp.com/en/how-to-change-an-appointment-in-the-client-portal?hsLang=en)
- [How to cancel an appointment in the Client Portal](https://knowledge.writeupp.com/en/how-to-cancel-an-appointment-in-the-client-portal?hsLang=en)

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    - [Before the Call](https://knowledge.writeupp.com/en/video-consultations?hsLang=en#before-the-call)
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    - [Video Consultations FAQs](https://knowledge.writeupp.com/en/video-consultations?hsLang=en#video-consultations-faqs)
- [Task Management](https://knowledge.writeupp.com/en/task-management?hsLang=en#main-content)

    - [Managing and Using Tasks](https://knowledge.writeupp.com/en/task-management?hsLang=en#managing-and-using-tasks)
- [Privacy & Data Security](https://knowledge.writeupp.com/en/privacy-data-security?hsLang=en#main-content)

    - [GDPR and Consent](https://knowledge.writeupp.com/en/privacy-data-security?hsLang=en#gdpr-and-consent)
    - [Your Data and Security](https://knowledge.writeupp.com/en/privacy-data-security?hsLang=en#your-data-and-security)
    - [Two-Factor Authentication](https://knowledge.writeupp.com/en/privacy-data-security?hsLang=en#two-factor-authentication)
    - [HTTPS and Signing In](https://knowledge.writeupp.com/en/privacy-data-security?hsLang=en#https-and-signing-in)
    - [Access Requests](https://knowledge.writeupp.com/en/privacy-data-security?hsLang=en#access-requests)
    - [WUID](https://knowledge.writeupp.com/en/privacy-data-security?hsLang=en#wuid)
    - [Frequently Asked Questions](https://knowledge.writeupp.com/en/privacy-data-security?hsLang=en#frequently-asked-questions)
- [Reporting & Data](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#main-content)

    - [Leaving Us?](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#leaving-us)
    - [Your WriteUpp Reports](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#your-writeupp-reports)
    - [Importing Data into WriteUpp](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#importing-data-into-writeupp)
    - [Exporting Data out of WriteUpp](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#exporting-data-out-of-writeupp)
    - [Reporting and Data FAQs](https://knowledge.writeupp.com/en/reporting-data?hsLang=en#reporting-and-data-faqs)
- [WriteUpp for iOS & Android](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#main-content)

    - [Introducing the WriteUpp App](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#introducing-the-writeupp-app)
    - [Using the Diary and Managing Appointments in the App](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#using-the-diary-and-managing-appointments-in-the-app)
    - [Creating and Editing in the App](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#creating-and-editing-in-the-app)
    - [Managing your Patients in the App](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#managing-your-patients-in-the-app)
    - [Security and Troubleshooting](https://knowledge.writeupp.com/en/writeupp-for-ios-android?hsLang=en#security-and-troubleshooting)
- [Stripe Integration](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#main-content)

    - [Introduction to Stripe](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#introduction-to-stripe)
    - [Switching from Square](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#switching-from-square)
    - [Connecting your Stripe Account](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#connecting-your-stripe-account)
    - [Stripe Fees](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#stripe-fees)
    - [The Stripe reader](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#the-stripe-reader)
    - [Stripe Online Payments](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#stripe-online-payments)
    - [Stripe FAQs](https://knowledge.writeupp.com/en/stripe-integration?hsLang=en#stripe-faqs)
- [CloudRx Integration](https://knowledge.writeupp.com/en/cloudrx-integration?hsLang=en#main-content)

    - [Introduction to CloudRx](https://knowledge.writeupp.com/en/cloudrx-integration?hsLang=en#introduction-to-cloudrx)
- [scan.com Integration](https://knowledge.writeupp.com/en/scan-com-integration?hsLang=en#main-content)

    - [Introduction to scan.com](https://knowledge.writeupp.com/en/scan-com-integration?hsLang=en#introduction-to-scan-com)
- [Mailchimp Integration](https://knowledge.writeupp.com/en/mailchimp-integration?hsLang=en#main-content)

    - [How to Connect to Mailchimp](https://knowledge.writeupp.com/en/mailchimp-integration?hsLang=en#how-to-connect-to-mailchimp)
- [Other Integrations](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#main-content)

    - [The WriteUpp Open API](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#the-writeupp-open-api)
    - [Square](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#square)
    - [Xero](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#xero)
    - [Healthcode](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#healthcode)
    - [Microsoft 365](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#microsoft-365)
    - [Heidi](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#heidi)
    - [Physitrack](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#physitrack)
    - [Wibbi](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#wibbi)
- [Troubleshooting](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#main-content)

    - [Troubleshooting](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#troubleshooting)
    - [Trouble Logging In](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#trouble-logging-in)
    - [Troubleshooting FAQs](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#troubleshooting-faqs)
- [Release Notes](https://knowledge.writeupp.com/en/release-notes?hsLang=en#main-content)

    - [Latest Releases](https://knowledge.writeupp.com/en/release-notes?hsLang=en#latest-releases)

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