Your clients' portal

Your clients' portal: they book, check and return without calling you

Every call to book or change an appointment, or to ask "what time was my appointment?", is time your business loses. The Intelidatia customer portal handles it for you: clients book online based on your actual availability, see their upcoming appointments, update their details and also book for their children or dependants. Each booking lands in your management dashboard like any other.

Why it matters

Fewer calls for you, more independence for your client

What you handle today through calls and messages, your client can do from the portal. Everything ends up in your dashboard.

01

They book at any time, in genuinely available slots

The portal shows only genuinely available slots according to your schedules and rules, even at 11 at night.

02

No registration needed the first time

A new visitor can book by entering only their name and phone number. The barrier to booking is kept low.

03

They can also book for family members

A mother books for her children; a son books for his elderly father. The portal supports dependants, each with their own appointment.

04

"What time was my appointment?" is a thing of the past

The customer sees their upcoming appointments and history in their area. That call is no longer made to you.

05

Their data stays up to date, with notifications

They update their details, receive business notifications and check their messages in the same portal.

06

Every booking lands in your dashboard

The portal is not an island: it writes directly to your calendar. You see each booking in real time and manage it like any other appointment.

How it works

From "I want an appointment" to a booked appointment, without talking to you

Three steps your client completes independently, at any time, from their phone.

01

Enter the portal from your website

From the booking button on your website, whenever it suits them.

02

Choose service, professional and time

The portal shows only the slots that are genuinely available, according to your schedules and booking rules.

03

The appointment stays in your dashboard

You see it arrive immediately and the client sees it in their portal. Nobody has to pick up the phone.

On screen

The portal, on screen

Real screenshots of the customer portal, with the dental SYSTEM sample account.

Intelidatia Client Portal: Home with upcoming appointments, history and full menu
The customer area: their appointments, their history and the full portal menu.
Intelidatia Customer Portal: Guided Appointment Booking in Five Steps
The guided reservation in five steps: specialty, service, professional, schedule and confirmation.

Features

What your client can do in the portal

Everything the portal offers your clients today. Each point exists and works; no "coming soon".

Reserve

Guided reservation step by step

Choose a service, professional, day and time based on your real availability, then confirm. Guided, with no getting lost.

Quick booking without registration

To book an appointment, there is no need to create an account: a name and phone number are enough. The request reaches your dashboard for you to confirm.

Appointments for family

From their account, your client can also book for their children or dependants, each with their own client record.

Your personal area

Your appointments

Upcoming appointments and history, always to hand. The question "when was my appointment?" answers itself.

Your data

Their profile and contact details, which they can edit themselves. Fewer outdated client records in your dashboard.

Your loyalty

If you activate the loyalty programme, the customer sees their benefits and progress in the portal.

Communication and access

Messages and notices

The customer receives business notices and checks their messages in their area, without getting lost between SMS and calls.

Easy access

Clients sign in with an email and password, or with Google if you enable it for your business.

From any mobile

The portal is web-based: it works in the browser of any phone or computer, without downloading anything.

Comparison

Customer portal vs. booking by phone

Point by point, what changes when the client self-manages.

Intelidatia comparison vs Make an appointment by phone / individual messages
DimensionIntelidatiaMake an appointment by phone / individual messages
When clients can bookAt any time, even with the business closedOnly when someone can pick up the phone
See availabilityReal available slots on screen, in real time"Wait a second, I'll check the calendar..."
Change or check an appointmentThe client checks it in their own portalAnother call to answer
Book for a family memberFrom the same account, each with their own client recordExplain it over the phone and write it down by hand
Where is the bookingOn your dashboard, in real timeIn the notebook, if you wrote it down correctly
Customer dataThey keep it up to date themselvesThey are requested and rewritten every time

Complete System

The portal is a piece of the System

Website, WhatsApp and portal: three entry points, one calendar. Everything flows into your dashboard.

Frequently asked questions

About the customer portal

What we are usually asked about the area from which your clients book.

It is the online area where your clients manage their own bookings: they book based on your real availability, see upcoming appointments and history, update their details and receive your notifications. Each booking is saved in your management dashboard.

Not necessarily. They can book by entering only their name and phone number, without creating an account. The request reaches your dashboard for you to confirm. If they create an account, they can also see their appointments and details and book for family members.

Yes. From their account, a client can book for dependants (children or elderly parents), each with their own client record and appointments. This is especially useful in clinics and consultations.

No: it is a web portal. It works in the browser of any mobile phone or computer, without going through any application store or taking up memory.

Yes. The portal calculates availability based on your schedules, professionals and booking rules (minimum notice, slot duration and buffers). If a slot has just been filled, it is no longer offered.

With their email and password, or with Google if you activate that option for your business. On first access, they complete their profile, which is then linked to their client record in your dashboard.

In your management dashboard in real time, alongside website and WhatsApp appointments. You manage them exactly like any other appointment.

Yes: clinics, physiotherapy, veterinary, hairdressers, aesthetics, psychology, nutrition and any business with appointments, throughout Spain. The portal uses your services and your real professionals.

The portal is part of the Intelidatia System (website + bookings + dashboard), with tailored pricing and no commissions per appointment. We give you the exact number in a 10-minute call, without obligation.

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