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Help centre

What does my client get, and how do they get in?

A page of their own, and a link in the email that opens it. No account, no password, nothing to set up, which is the whole point: a client who has to make an account to read their write-up does not read their write-up.

How they get in

Every write-up email carries a private link. They open it and they are in, on their own page, with everything you have sent them already sitting there in order. Nothing to install, nothing to remember, and no password to reset at nine on a Sunday night.

If they cannot find the email, it is nearly always in spam. Searching for Slide Practice finds it. If it is genuinely gone, send them another write-up: the new email carries a fresh link.

What is on the page

• Write-ups. Every one you have sent, newest first, in the structure your field uses.
• Upcoming and past sessions. What is booked and what has happened.
• Next steps. The things they agreed to do, with what is still open and what is done.
• Progress. How many commitments were kept, where their goals stand, how many sessions and hours you have worked together.
• Payments. The record of what was owed for each session and what state it is in. Slide never held the money; this is the ledger, not a wallet.
• Documents. Anything you have had them sign, with the date it was signed.

The page carries your name and, if you have set them, your logo and colours. It reads as your practice rather than as somebody's software.

What they do not get

Drafts, recordings and transcripts. A client sees the write-up you approved and sent, and nothing behind it.

Can they keep it all in one account?

Not yet. Saving the portal link as an account is not built, and the link keeps working in the meantime, with every write-up staying on the page. This is the one thing on this page a client asks about most, and the honest answer is that it does not exist rather than that it is on its way.

The page written for clients rather than for you is client access. It is a good link to forward when somebody asks what this is.

Getting a client onto it in the first place

Three ways. They book on your page and their first write-up brings them in. Or you invite them by email from your client settings. Or you share your join link, which lets someone ask for their own access without going through you, which is what a class email or a parents group needs.