Client Portal Experience in Volixta

VOLIXTA’s client portal is fully personalized and secure, giving users everything they need — from appointment management to billing history — in a modern, intuitive interface.

Clients can:

• 🔁 View and manage upcoming bookings
  See their scheduled bookings with service, provider, date, and time— shown in a clear card layout.
• 📅 Cancel or reschedule
  Modify a booking (if allowed) based on your rules and deadlines.
• 🎫 Track package usage
  Monitor how many sessions are used and which bookings are linked.
• 📄 Download invoices
  Access PDF invoices with full tax and payment details.
• 📝 Check booking history
  View past and future bookings, with full details
• 💳 Use and recharge booking credits
  Access their balance, receive credit refunds, or top up manually — all from their client portal.
• 🖼️ Edit profile
  Update name, photo, address, and contact info — directly from their portal.

Clients can access a clear list of their upcoming bookings directly from their portal. Each appointment is presented as a card displaying:

• The service name
• Date and time
• Assigned staff member

This gives clients a quick overview of what’s coming — without needing to open individual details unless necessary.

If your business rules allow it, clients can cancel or reschedule an appointment directly from the portal. Conditions like minimum notice periods or buffer rules are automatically applied.

When a change is made confirmation emails are sent to both client and provider. This gives clients autonomy while preserving your scheduling rules.

VOLIXTA automatically keeps your clients informed.

Clients receive email notifications for key events, such as:

• ✅ Booking confirmations — includes service, provider, location, date and time
• ✏️ Rescheduled appointments — with updated date and time
• ❌ Cancellations — showing the service and staff involved

Clients can click on any booking to access its full details — clearly organized into four tabs:

Customers can click on any booking in their dashboard to view key details — all organized into four tabs for clarity:

The client portal includes a simplified calendar view — designed for clarity and fast access, especially on mobile.

• Displays only the days with upcoming bookings
• Lists appointments under each date in a clean, readable format

Each entry shows:

• Time
• Service name
• Assigned provider
• Booking status

There’s no need to open each booking to see the essentials — everything important is available at a glance.

To help clients quickly find what they’re looking for, the booking list includes advanced filters:

• By date range
• By appointment status (confirmed, pending, canceled, etc.)
• By payment status (paid, unpaid, pending, refunded)

💡 This design makes it easy for clients to manage their appointments — even during busy weeks — with minimal effort.

Clients can view all their purchased packages in the “Packages” section of their portal. To keep things organized, identical packages (same name and conditions) are automatically grouped together:

For example: If a client has purchased 3 “Therapy Starter Packs” and 2 “Massage Wellness Kits,” they’ll only see 2 grouped entries — not 5 separate ones.

For each package, they’ll see:

• A unique package ID
• The number of bookings remaining
• The package status: Active, Pending, or Expired

Clicking on a package opens a detailed popup with:

• Package name
• Number of sessions included
• Activation date and expiration date
• Current status
• Included services and locations

Clients can access a dedicated Invoices section inside their portal — listing every invoice related to their bookings, including those paid via WooCommerce.

Instead of a rigid table layout, VOLIXTA uses a custom-designed mobile-first structure. On desktop, entries are aligned in rows; on mobile, each invoice is shown as a compact card, displaying key details:

• Invoice Number
• Booking Date
• Total Amount
• Payment Method (card, bank transfer, Cash)
• Payment Status (Paid, Unpaid, Partially Paid)
• View button to open full invoice details

💡 The interface adjusts seamlessly across screen sizes, using VOLIXTA’s exclusive responsive design — no horizontal scrolling or cluttered columns on mobile.

👉 Want to see how it looks in action?
Check out the preview in the App-Like Experience article.

When viewing an invoice, clients see:

• Booking date and time
• Provider name
• Location
• Total amount
• Deposit paid and remaining balance
• Optional services included

Each invoice can also be downloaded as a PDF, which includes:

• Invoice number
• Payment status (Paid, Partially Paid, Unpaid)
• Itemized list of services
• Tax and total breakdown

📌 All booking-related charges — including WooCommerce payments — are consolidated in one document.

👉 This is especially useful for business clients needing proper documentation, without dealing with separate platforms.

Clients can recharge their virtual credits directly from their personal portal. These credits may also be added automatically if a booking is canceled and credit refunds are allowed.

Managers can manually top up client credits at any time via the Booking Credits panel in the admin area.

👉 Want to learn more? Read the full guide: Booking Credits & Gift System.

From their client portal, users can easily update their personal details at any time. This includes:

• 🖼️ Profile photo
• 👤 Full name
• 📧 Email
• 📞 Phone
• 🏠 Address

💬 Need help?
Visit our Help Center or Contact Support for technical assistance.