Here’s the full About the Client Portal page copy, along with layout suggestions specifically tailored to your Squarespace build. This version balances clarity, warmth, and ease of use—perfect for your clients (especially Marisa) who value intuitive design and accessible language.
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Page Title: About the Client Portal
Layout Suggestions (Squarespace Clove Template)
• Header Section (1-column, center-aligned text block)
• Keep this simple and grounded. Use your forest green or slate background with white text for contrast.
• No button needed here—it’s an informational page.
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Header Text (H2):
Everything You Can Do in the Client Portal
Intro Text (Paragraph):
The client portal is your private, secure space to manage sessions, send me a message, update forms, and access resources between sessions.
If you’re looking to log in right now, click here.
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Section: What You Can Do in the Portal
(Use a 2-column layout here. Left: icons or minimal illustrations; Right: text blocks. Or use a collapsible text section if you’d rather stack.)
Schedule and reschedule sessions
You can view your upcoming appointments, cancel, or reschedule if needed. You’ll get appointment reminders automatically.
Send a secure message
Between sessions, you can reach out using the portal’s messaging system. It’s fully encrypted and HIPAA-compliant.
Complete forms and intake paperwork
You’ll fill out all new client forms through the portal—and you can update them anytime.
Upload documents
Need to send me a photo, worksheet, or medical form? You can upload files securely in the “Documents” tab.
Access session notes or shared materials
If I’ve sent you handouts, reflection prompts, or shared session notes, you’ll find them here.
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Section: Tech Tips & Troubleshooting
(Use a full-width text block or 1-column layout)
• Use the same email you gave during intake. That’s the one connected to your portal account.
• Bookmark the login page. This saves time when you’re logging in regularly.
• Stuck or locked out? Melissa can help. Email melissa@erinfindley.com.
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Section: Privacy and Boundaries
(Optional, but recommended—use a narrow content block with a soft background)
Everything in the portal is private and secure. I won’t share your information with anyone unless you’ve signed a release. You’re always welcome to ask how I store or handle any information you’ve shared.
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Section: FAQ (Accordion Block)
Add a native Squarespace accordion block here titled:
“FAQs: Using the Portal”
Then use this content inside the block:
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Q: What’s the easiest way to reschedule a session?
A: The portal is your best bet. Just log in, find your upcoming session, and select “reschedule.” If you’re within 48 hours of the appointment or have trouble accessing your account, reach out to Melissa.
Q: Is messaging through the portal secure?
A: Yes. Portal messaging is HIPAA-compliant and encrypted. It’s the best way to send private updates between sessions.
Q: I forgot my password. What should I do?
A: Use the “Forgot Password?” link on the portal login page. Still stuck? Melissa can help get you logged back in.
Q: Can I upload photos or PDFs?
A: Absolutely. Head to the “Documents” tab in your portal and upload any file you want me to review. Just make sure it’s in a standard format (PDF, JPEG, PNG, etc.).
Q: What if I’m not sure whether something belongs in the portal?
A: When in doubt, send a portal message or email Melissa. We’ll guide you from there.
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Let me know if you want me to style the login link, headers, or icons to visually cue which elements are interactive.