A client file is created in the account of each professional you consult. This record includes your first name, last name, and email address.
For your professionals to appear in your portal, the first name, last name, and email address in your client file within your professional account must match exactly those registered in your portal.
If your client file also contains a phone number, it must match the one in your portal.
If you have multiple phone numbers, at least one of the two numbers in your portal must match a number listed in your client file within your professional's account.
This verification ensures that your data remains confidential and that the system correctly links your professionals to your portal.
Note: The type of phone number (mobile or landline) does not matter.
Special Cases:
Dependents: Parent/child or caregiver/dependent
If you cannot see the professionals of a person for whom you usually book, it means that their record is not linked to yours in your professional system.
To manage their professionals through your portal, your professional must assign you as the Primary Contact in the dependent’s client record.
What to do? Contact your professional and request this update.
Using different email addresses with different professionals
You can add your other email addresses to your portal settings to manage all your professionals from a single client portal. Follow the steps in this helpful article to do so.
If some professionals are linked to an old email you no longer use, don’t worry! You don’t need to log in with that old email. Simply ensure that all associated addresses are added to your portal to sync all professionals in one place. 😊
