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Client Portal Registration For New Clients

Help clients create their own portal accounts to book appointments, view their details, and communicate with your practice

Your Zanda Client Portal includes a secure registration process that allows new clients to create an account before booking appointments or accessing their information. This guide explains how the registration process works from a client’s perspective, as well as the settings that control what they see.

In this article:

How New Clients Register for the First Time

Clients can start the registration process from several places in your Client Portal:

  • Register button in the header (visible to anyone not logged in)

  • During appointment booking (if enabled)– if a client tries to book but isn’t logged in

  • During class booking (if enabled) – registration or login is required

    • The system will prompt them to login or register if this is their first time on your client portal. A new client should click Register and complete the registration form. 

When a client clicks Register, the portal opens a simple two-step process: entering their details and verifying their identity.

Step 1: Entering Registration Details

Clients first complete a short form that asks for:

  • First Name

  • Last Name

  • Email Address (used as the login username)

  • Password (6–30 characters, with a strength indicator to guide them)

  • Mobile Number

    • Required only if your clinic uses SMS verification

    • Optional if your clinic uses email verification

After entering their details, clients click Get verification code.
The portal then sends a 6-digit code to:

  • The client’s email, or

  • Their mobile number, depending on your clinic’s chosen verification method.

  • A client will be able to resend the verification code if they didn't receive it.

A message on screen confirms where the code was sent.

Pro Tip: If you want to collect more client information when they register, use the New Client Intake online form embedded in the Client Portal registration confirmation message which Zanda will send automatically after you've set it up once. Learn more here. 

Step 2: Verifying Identity and Creating the Account

On the next screen, clients:

  1. Enter the 6-digit verification code

  2. Accept your booking Terms and Conditions (only if you’ve enabled them on the User Menu > Account Settings > Client Portal > Access and Settings page)

  3. Click Register


If everything is correct, the client:

  • Has their account created

  • Is automatically logged in

  • Is redirected to complete their booking or view their client portal dashboard

If the code has expired or is incorrect, the portal provides a clear message and lets the client request a new code.

What Happens Behind the Scenes

When the person is not yet in your system

If your clinic allows new client creation through the portal:

  • A new client record is created

  • Your team receives a notification

  • The client is logged in immediately

If a client profile with the same details already exists:

  • First name

  • Last name
  • Email address
  • Mobile Number (if provided)

The system will match the details and recognise it is the same person. Instead of creating a duplicate new client profile, it will link them to an existing client profile.

If your clinic does not allow new client creation:

  • The portal displays a message asking them to contact your clinic instead

  • No record is created

Settings That Control Registration

You can customize how registration behaves in User menu > Account Settings > Schedule > Client Portal > Access and Settings.

 

1. Allow New Clients to Register

  • Enabled → brand-new clients can sign up themselves

  • Disabled → only existing clients can log in and reset their password

2. Client Verification Method - Choose how the portal verifies new accounts:

  • Email verification

    • Clients receive their code by email

    • Mobile number becomes optional

  • SMS verification

    • Mobile number is required

    • Clients receive their code by text message

3. Require Clients to Register/Log in First - Controls whether clients must log in/register before booking appointments. If enabled, registration prompts appear earlier in the booking flow.

4. Booking Terms and Conditions

  • Optional

  • If enabled, clients must tick a checkbox to proceed

  • You can include your full policy text in an expandable section

Security and Privacy Protections

The registration process includes:

  • Strong password protection with real-time strength feedback

  • Unique, time-limited verification codes

  • Country-specific mobile number validation

  • Automatic secure login after successful verification

More Client Experience

What Clients See When Something Goes Wrong

The Client Portal displays clear, friendly messages such as:

  • Incorrect or expired code

  • Invalid email or phone number

  • Weak password

  • New client registration not allowed by the clinic

  • Maintenance or connectivity issues

These messages guide clients on what to do next—usually retrying the step or contacting your clinic.

 

After Registration: A Smooth Experience

Once the account is created, clients can immediately (depending on your client portal configuration):

  • Book appointments or classes

  • View invoices and payments

  • Access forms

  • Join waitlists

  • Update personal details

  • Join Telehealth sessions

Everything continues seamlessly from wherever they started the registration process.