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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



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 message on screen confirms where the code was sent.

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 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 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 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.

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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.