SchedulingKit
Customer Portal

Appointment Client Portal for Occupational Therapists

Connect Clients and Families to Their Sessions and Shared Notes

A self-service portal for your occupational therapists clients: they see upcoming and past appointments, reschedule or cancel within your rules, and check package balances with SchedulingKit.

A client portal for occupational therapists gives clients self-service access to view bookings, reschedule or cancel within your rules, check package balances and read shared session notes, reducing phone calls and front-desk workload. Invoices and payments are handled through booking checkout and emailed invoice links, not the portal. SchedulingKit provides occupational therapists with a branded client portal in 2026. View all Customer Portal.

Why Occupational Therapists Need Customer Portal

Occupational therapy outcomes depend on what happens between sessions as much as during them.

SchedulingKit's client portal for occupational therapists bridges the gap between clinic visits by giving clients access to session scheduling and the session notes therapists choose to share, all in one place. Home programs, treatment goals and insurance documentation stay in your clinical system. For pediatric OT, the portal serves parents who want visibility into upcoming sessions and the session notes therapists share. Parents who can read session notes and understand what their child worked on are better equipped to reinforce therapeutic activities at home, accelerating progress. Treatment frequency compliance is critical for insurance authorization and clinical outcomes. Booking sessions as a recurring series (Pro) with reminders before each one helps prevent gaps in care; tracking frequency against authorizations stays in your EHR. A branded portal signals professionalism and gives clients confidence in your business. Self-service reduces the administrative load on your team while improving client satisfaction. Portal analytics show you which features clients use most, helping you prioritize improvements.

Benefits for Occupational Therapists

Upcoming Sessions

Clients see every booked session in their series.

Reschedule or Cancel

Clients move or cancel sessions within your cancellation rules.

Session Notes

Clients review session notes the therapist doesn't mark private. Keep protected health information out of them.

Appointment Scheduling

Clients manage appointments across clinic, home, and telehealth settings.

Session Reminders

Email and SMS reminders before each session include a reschedule link.

Session History

Clients see past sessions with dates and therapists.

Package Balances

Clients on prepaid session packages see how many remain.

Reviews

Clients rate completed sessions when reviews are on.

How Occupational Therapists Use Customer Portal

Session scheduling

Clients see and manage their session times between visits

Shared notes

Clients read the session notes therapists share

Session scheduling

Clients manage appointments across multiple treatment settings

Recurring sessions

A recurring series (Pro) keeps sessions booked at a set frequency

Parent access

Parents who book under their own details see their child's sessions and shared notes

Common Challenges

Parents not following through on home exercise programs because they forget or lose printed instructions

Clients missing appointments and falling below prescribed treatment frequency

No centralized place for families to track treatment progress and goals

Therapists spending session time explaining what happened last visit instead of progressing treatment

By the Numbers

1–5

Star reviews clients leave from a private link tied to their booking

2

Sign-in options: password or emailed login link

Standard

First plan with the client portal, from $12 per seat per month

Frequently Asked Questions

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Launch Your Customer Portal Today

Occupational Therapists clients expect self-service, give it to them with SchedulingKit

Free forever plan available • No credit card required