Client Portal

One secure home for everything your clients need

Vibly gives every client a private, HIPAA-compliant portal where they book and join sessions, message you, complete forms, sign agreements, see shared resources, and pay, all in one place, from any browser. One login for them; one client record for you.

14-day free trial · Cancel anytime
★ 4.9/5 on Capterra
Your portal · Maya Chen
Sessions
Messages
Forms
Payments
Weekly session
Thu, Jul 16 · 12:00 PM
Join
Discovery call
Completed · Jul 2
Before Thursday
Intake form
5 questions left
Continue
Coaching agreement
Signed Jul 2
Session fee
Paid · $120.00
One login · nothing to install

A portal isn't just a login

In a single engagement, your client needs to:

Book a sessionJoin a callComplete a form Sign an agreementSend a messagePay an invoice

Most tools scatter these across five apps and an inbox.On Vibly, it's one login.

How the client portal works on Vibly

From the client's side, working with most practices means five disconnected surfaces: a booking link, an email thread, an invoice from a payment app, a form in one tool, a video link in another. Every seam is friction, and friction shows up as no-shows, unpaid invoices, and unfinished intake forms. The client experience is the practice, whether you coach executives, run wellness programs, or see therapy clients.

Everything in one login

Sessions, messages, forms, agreements, shared files, and payments live in one place a client can actually find. One reviewer compared it to the "my chart" experience patients get from hospitals, and that is the standard client work deserves.

Your portal · Maya Chen
Sessions
Messages
Forms
Payments
Weekly session
Thu · 12:00 PM
Join
Shared resource
Sleep routine worksheet
Open
Before your first session
Intake form
Completed
Coaching agreement
Signed
Payment
$120.00 · paid at booking

Clients show up prepared

Intake forms and agreements arrive in the portal with email nudges until they are done. By the time the first session starts, the form is complete, the agreement is signed, and the payment is made. The admin happens before the relationship begins, not instead of it.

Booking without the back-and-forth

Clients see upcoming sessions with join links and book new ones from your live availability, without emailing you first. Booking, rescheduling, and reminders run through Scheduling, so the calendar stays yours.

Book your next session
Thu, Jul 23
12:00 PM · Video
Book
Fri, Jul 24
10:00 AM · Video
Book
Messages
Quick question before Thursday: should I bring the worksheet?
Yes, bring it. We will start there.

Questions stay in one secure thread

The portal is the client side of Secure Messaging: HIPAA, GDPR, and SOC 2 compliant chat with nothing to install. Client questions land in your workspace, not on your personal phone, and the whole conversation stays attached to the client record.

Built for the way your clients work with you

Book and rebook sessions
Join video calls from the portal
Secure messaging
Intake and check-in forms
E-signatures on agreements
Shared files and resources
Invoices and payments
Works in any browser, nothing to install
One home for the whole engagement

Why a generic portal tool falls short

A standalone portal tool

  • A file drop with a login
  • Knows nothing about your sessions, payments, or messages
  • One more tool to sync, one more seam to break
  • Not built for health information

The Vibly client portal

  • Sessions, chat, forms, and payments in one place
  • The client side of the platform you already run
  • Updates itself, because it is the same system
  • HIPAA compliant end to end
Capterra rating 4.9 out of 5GetApp user reviews rating 4.9 out of 5Software Advice rating 4.9 out of 5

Why coaches trust Vibly with the client experience

“I love that everything is in one place. It makes me think of the 'my chart' that doctors and hospitals use. You can set appointments, book calls, process invoices, create or attach your own forms and resources.”

MM
Melanie M.
Health & Wellness Coach

“It has completely replaced my website, booking systems, payment options.”

Alysha Parker
Alysha Parker
Health & Wellness Coach

“Having everything I need in one HIPAA-compliant space—my website, scheduling, resources, client communication, and payments—has saved me time, reduced stress, and allowed me to focus fully on my clients and students.”

KW
Kerri W.
Health & Wellness Coach
Start your 14-day trial

Frequently asked questions

Do clients need to download an app?

No. The portal runs in any browser on any device. Clients get there from your booking confirmation and email links.

Is the client portal HIPAA compliant?

Yes. The portal is part of Vibly's HIPAA compliant platform, so messages, forms, and files that touch health information stay protected. For the full picture, see our HIPAA guide for coaches.

What can clients do in the portal?

Book and join sessions, message you securely, complete intake and check-in forms, sign agreements, view shared files and resources, and handle invoices and payments.

Does the portal update when I change something?

Yes, automatically. The portal is the client side of the same platform you run your practice on, not a separate tool that needs syncing. When you update a session, share a file, or send a form, the portal already has it.

Does Vibly work for therapists and behavioral health professionals?

Yes. Because the whole platform is HIPAA compliant, therapists, counselors, and behavioral health professionals give clients the same secure portal experience. See Vibly for therapists.

Can organizations put their own brand on the portal?

Yes. Organizations on Vibly can white-label the member and client portals so the experience carries their brand.

Give clients the experience your practice deserves

Start your 14-day trial
14-day free trial · Cancel anytime