Every client can have their own private window into their order — to read the quote, see their before-and-after photos, accept a quote, and fill in and sign their consent ahead of time. It lives at portal.kennedysmpstudio.co.uk, and each client only ever sees their own job.
This saves time on the day: a client can do their medical history and consent at home, so when they arrive you just review and crack on.
Send a client their link
- Open the client’s order.
- Find the Activity panel.
- Tap Send / re-send portal link.
We email the client a secure one-tap link straight to their order. Tap it again any time to re-send — for example if they didn’t get the first email, or you want to nudge them before their appointment.
Clients can also sign in themselves at portal.kennedysmpstudio.co.uk with their email — we send them a 6-digit code (and a one-tap link) to get in. No password for them to remember.
See what they’ve done
The Activity panel keeps you posted. Along the top, quick status chips:
- Sent ✓ / Not sent — whether a link has gone out.
- Email opened ✓ / Email not opened — whether the email’s tracking pixel fired (separate from opening the portal link, which shows in the activity below).
- Last seen … — when they were last in.
- Quote accepted ✓ — appears once they’ve accepted.
Below that, a running log of what happened and when — Opened portal link, Logged in, Viewed photos, Started a form, Submitted a form, Accepted the quote — each with a time.
What the client can do
In their portal a client can:
- See their order — the services, the totals, what’s paid and the balance. Each sitting also shows its amount and a Paid / Due status, alongside a “How to pay” card with the studio’s bank-transfer details — since payment is due before each sitting.
- View their photos — the before / after / progress shots you’ve added (documents stay private to you).
- Accept their quote — read the terms, sign, and the order moves to accepted for you automatically.
- Complete their forms — fill in and sign the Consent & Medical History, and the Consultation if you use it.
Clients only ever see client-facing fields — your technician-only questions and internal notes are never shown.
Consent, per sitting — the important bit
The Consent & Medical History form runs per sitting (per visit). In the portal the client sees one row per sitting, and the next session they need to complete is tagged for them — so they sign a fresh consent for each visit, exactly as they would on paper in the studio.
When a client completes and signs a consent from their portal, it lands on that sitting back in the admin as a client-submitted form. You then open it under that sitting’s Submitted forms, tap Review, add any technician notes, and co-sign — the same review step you’d do for a form filled on the iPad. See Sittings and The signing screen.
Access window
A client’s link keeps working while their job is live, and for a period after it’s completed (so they can still grab their photos and paperwork), then it lapses on its own. Re-send a fresh link any time from the Activity panel.
Tip: send the portal link as soon as you’ve quoted a job and scheduled the first sitting. The client can accept the quote and complete their first consent before they even walk in.