How It Works
Design Your Branded Portal
Customize your booking page and client portal with your logo and brand colors for a fully integrated look.
Branding Settings
Sterling Group
Live Preview
Intake Form Builder
Full Name
Company Website
Primary Goals (Paragraph)
+ Add Field
Create Secure Intake Forms
Build detailed, multi-step forms to securely gather sensitive client information before your first meeting.
Invite Clients to Their Private Hub
Send your clients a private link to their personal portal where they can book, manage appointments, and fill out forms.
To: client@example.com
Subject: Your Private Portal is Ready
Hello Alexandra,
Please use the secure link below to access your client hub, where you can complete your intake forms and manage your upcoming appointments with Sterling Group.
Client Dashboard: Alexandra Chen
Upcoming Appointment
Strategy Session
August 12, 2025 at 10:00 AM
Submitted Documents
Pre-Consultation Questionnaire.pdf
Start Every Meeting Prepared
Review client information and session history from your dashboard, allowing you to begin every consultation with confidence and clarity.
Core Features
Customer Panel
Your clients get a private, self-serve portal, which means they feel in control and see you as a true professional who respects their time.
Custom Forms
Gather sensitive client information before you meet, which means you start every session fully prepared and can dive straight into high-value work.
Deposit Payments
Require partial payment to secure a booking, which means you protect your time and ensure clients are serious and committed from the start.
Recurring Appointments
Clients can book an entire series of sessions at once, which means you secure future revenue and make it effortless for clients to commit.
Multi-language Feature
Offer a seamless experience to international clients, which means you can confidently grow your practice globally and show you value their business.
Connecting With the Tools You Trust
Calandr works seamlessly with the secure platforms you already use.
Frequently Asked Questions
How secure is the client data I collect?
Security is our top priority. All data submitted through forms is handled with encryption, ensuring your clients' sensitive information is protected.
Can I customize the look of the client portal?
Yes. You can add your own logo, brand colors, and a custom URL to create a seamless, branded experience that feels like an extension of your own website.
Can I use this for international clients?
Absolutely. You can display your booking page in multiple languages, and Calandr automatically handles timezone conversions so there’s never any confusion.
Is the client portal easy for my clients to use?
Yes, it's designed to be intuitive and user-friendly. Clients can easily view their appointments, make payments, and update their information without needing any guidance.
Ready to build a client experience that matches your expertise?
Elevate your practice with a booking and management system that inspires confidence. Start your free 14-day trial.