Use your Schedmo client portal

Open the client-portal link on your booking confirmation, appointment email, invoice email, reminder, or the link shared by your business. Client portal accounts are personal and separate from clinic staff accounts.

After booking, choose Sign up for client portal. Your booking name and email are filled in privately; create a password, accept the account terms, and confirm your email. If the email already has an account, choose Sign in to client portal instead.

Always use the same verified email address used for the booking. Schedmo links matching client records automatically without exposing your email in the public page address or sending you into the clinic workspace.

If you visit more than one participating business, use the business selector in the sidebar. Each business controls which records and self-service features it makes available.

Use Home for the next appointment and priority actions. Use Appointments to review upcoming and past visits, add an appointment to your calendar, book again, or cancel or reschedule when the business policy and notice window allow it.

Use Waitlist to review active requests, leave an open or offered waitlist entry, or choose Find another time to return to the business booking page.

Use Forms to complete outstanding intake or consent requests. A form may also be available from its secure email or SMS link; completing either route updates the same request.

Use Invoices to review status and balance, download a PDF, and continue to secure online payment when the business has enabled it. If you return from payment, wait for Payment received before closing the page; a cancelled checkout does not charge you and keeps the invoice available.

Use Packages to review remaining sessions, expiry, amount paid, outstanding balance, and redemption history. Choose Book with this package to begin a booking for an included service; the business confirms entitlement use after the visit.

Use Profile to update the contact details held by the selected business and notification preferences that are available for that business. Your login email remains part of your secure personal account and is shown separately.

Use the Call clinic or Email clinic actions when you need help with a booking, balance, form, or package. The portal displays the business’s client contact address, not its private staff-notification address.

If the portal says no linked business, confirm your account email is verified and matches the booking email exactly, then refresh. If it still does not link, contact the business and ask it to check your client email rather than creating another personal account.

Use Personal data & privacy to download a portable copy of your personal account data or request permanent account deletion. Business-controlled treatment, financial, and statutory records can have separate retention requirements.