Adding Your Client Portal to Your Website, Social Media and Google

Add your Client Portal to your website, social media, and marketing materials to boost bookings. Learn how to embed, link, and generate QR codes.

Adding your Client Portal to your website via either a book now button or by directly embedding it into your website is a great way to promote client bookings and save you administration time.

In this article:

• Copying the Client Portal URL
• Option 1: Adding a Book Now button to Your Website
• Option 2: Embedding the Client Portal in Your Website
• Option 3: Linking to Your Website using HTML code
• Adding Client Portal URL to Your Facebook and Instagram Account
• Adding Client Portal URL to Your Google Profile
• Generating a QR Code For Your Client Portal URL

The Client Portal allows your clients to directly book appointments with you - without you having to do a thing! In this article, we will give you step-by-step instructions on how to add your Client Portal to your website, socials, Google and marketing materials, using a few different methods.

Copying the Client Portal URL

Before you can add the Client Portal to your website, first you’ll need to copy the Client Portal URL from Power Diary. 

1. To find your unique client portal URL, simply navigate to Settings > Schedule > Client Portal. 
2. At the very top of this page, under ‘Access and Settings’, you’ll find the unique URL to your Power Diary Client Portal.

3. Under it, you’ll see the ‘ Copy URL’ option. Click on it to copy your unique Client Portal URL link. 

This link will take clients directly to your Client Portal. Let’s look at some options to lead your client to the link. 

Option 1: Adding a Book Now button

A book now button is the most straightforward method for adding the Client Portal to your website. You should be able to easily do this depending on how your website is configured and through which service.  In this scenario, you’re simply adding the link you copied above to a button that leads to your Client Portal. (If you don’t manage your website yourself simply send the link to your website manager and they should be able to quickly take care of it for you.)

Option 2: Embedding the Client Portal

Embedding your portal is slightly more difficult, but manageable. To do this you simply need to insert the client portal using an iframe. An iframe is an HTML tag that allows you to embed external websites into a webpage.

At its most basic, the iframe should look something like this: 

 

 

Option 3: Linking using HTML code

Let’s say you have a paragraph of text on your website explaining how easy it is to book appointments with you.  You may want to insert a link to your Client Portal within that text so clients can click straight through and make a booking.

Depending on the website builder you use you may simply be able to highlight the text in your paragraph and click on an ‘add link’ button.

It might look something like this, and you can then just add the link you copied above:

If you don’t have this option you can do the same thing.  You’ll just have to add some simple HTML code that tells web browsers that the text is a link, and what it should do if someone clicks on it. Here’s how you can do that:

Enter your Client Portal URL copied above into this HTML code:

Once you do that, your HTML code should look something like this:

This code is designed to open the Client Portal in another tab. This way, your website remains open and your clients can return to it after they are done booking an appointment.

If you don’t want the Client Portal to open in another tab, simply omit the target=“_blank” part of the HTML code like this:

Doing so will open the Client Portal in the same window as your website.

Once you have this link, you can paste it inside any HTML text area of your website. And that’s it.

In a few simple steps, you’ve successfully embedded an HTML link to the Power Diary Client Portal on your website. Once your clients click on this link, they will be taken to the Client Portal, where they will be able to easily book an appointment at any time.

Adding Client Portal URL to Your Facebook and Instagram Account

You can use your Power Diary Client Portal URL to add it to your Facebook account Intro page as a website

Adding Client Portal URL to Your Google Profile

You can use your Power Diary Client Portal URL to add it to your Google Profile account settings as a website:

Generating a QR Code For Your Client Portal URL

For enhanced visibility and ease of access, use a QR code for your client portal link, which you can use for your printed marketing materials, such as fliers, business cards, and add to your emails. 

• You can generate a QR code using one of the free online tools, just type in 'Free QR Code generator' in the web browser search field. 
• One of the easy ways to create your own marketing materials is with Canva.

  It takes less than 2 mins from start to finish, just follow these steps:

1. Go to Canva
2. Create a Design > Type A4; You’ll see ‘French Flyer’. Choose it.
3. Go to apps and search for QR code.Click on it and enter your Online Booking link. Click on ‘Generate code’
4. Add a heading text box with the text: “Book your next appointment online.”
5. Add a subheading under the QR code: “Scan this QR code with your mobile phone and save it for later”.
6. Design the document with your brand colours, and add your logo and your name.