Things to do
Assign tasks to clients โ log your weight, complete a form, upload a photo. Clients see what's due and get nudged automatically if they're overdue.
Customer Portal
Every client,
always in the loop.
Give each customer their own personalised portal. Bookings, orders, progress tracking, documents, tasks โ everything they need, without a single email to you.
0
Emails needed to share documents
100%
Self-serve โ no staff time required
24/7
Clients can check their portal anytime
Yours
Fully branded, your colours, your name. Custom themes available
What's included
Everything your clients
need, all in one place.
One branded portal replaces dozens of back-and-forth messages. You choose exactly which sections to show โ hide anything that doesn't fit your business.
Upcoming bookings
Clients see their next appointment, can reschedule or cancel within your policy, and join video calls directly from their portal.
Order history
Every order they've placed, with real-time status โ processing, dispatched, delivered. No more "where's my order?" messages.
Subscription management
View their active plan, upcoming delivery date, and billing amount. Pause, cancel, or switch plans โ all within the rules you set.
Progress tracking
Clients log health metrics like weight, blood sugar, or blood pressure. You see trends over time; they stay motivated watching progress toward their goals.
Documents
Share PDFs, videos, and guides directly to a client's portal. Results, instructions, PIL leaflets โ all in one place, always accessible.
Messaging
A direct message thread between you and each client. No more emails getting lost in spam โ conversations are tied to their profile.
Forms
Clients can view and complete forms you've sent โ intake questionnaires, consent forms, review submissions. Their response history is stored against their record.
Fully branded
Your logo, your business name, your colours. Clients never see the word "Priorly" โ the portal looks and feels completely like your own product.
Task gating
Keep clients
accountable.
Assign tasks to individual clients or entire subscription tiers. Gate their next order or renewal behind completing them โ so you always have the information you need before you ship.
- Assign to a client or a planSet tasks per-person or apply them to everyone on a subscription tier automatically each cycle.
- Overdue remindersIf a task isn't completed by the due date, Priorly emails the client automatically โ no chasing from you.
- Gate renewalsBlock a subscription from renewing until all tasks are complete. Keeps your clinical process tight without manual checks.
- Clients complete in the portalTasks link directly to forms, trackers, or uploads โ so completing them is frictionless.
Things to do 3
View all
Log your weight for this cycle
Due 18th Feb ยท Overdue
โบ
Complete your monthly check-in form
Due 21st Feb ยท Overdue
โบ
Upload a recent blood pressure reading
Due 28th Feb
โบ
๐ Your next order is on hold until overdue tasks are complete
Progress tracking
Clients who see
progress stay longer.
Let clients log health metrics and watch their progress in real time. You see the same data โ so every consultation starts with full context, not a blank page.
- Custom trackers per businessWeight, blood sugar, blood pressure, mood โ add any metric that's relevant to what you do.
- Goal setting and progress barsSet a target for each tracker. Clients see how far they've come โ which keeps them engaged and logging consistently.
- Trend lines over timeSparkline charts show the direction of travel at a glance โ for both the client and your admin view.
- You see it allEvery log entry appears in the client's profile in your admin. No manual data collection before appointments.
Track Progress 4 trackers
Weight
92kg-1.5 kg
Blood Sugar
6.1mmol/L-0.7
Blood Pressure
124/80improving
Steps / day
7.2k+800
Documents & messaging
Everything in
one place.
Stop emailing PDFs and chasing replies. Share documents directly to a client's portal and message them there too, everything stays tied to their record.
- PDFs, videos and guidesUpload any file type and it appears instantly in the client's portal. Results, instructions, leaflets. No email required.
- Unread indicatorsNew documents and messages are marked clearly so clients never miss something important.
- Direct messagingA private thread between you and each client. Read receipts ensure you know when messages are seen.
- Stored against their recordEvery document and message is permanently linked to the client's profile, not lost in an email chain.
Documents 2 new
Blood Test Results - Feb
PDF ยท 10 Feb
How to Self-Inject
VIDEO ยท 1 Feb
Mounjaro PIL
PDF ยท 12 Jan
Messages
SO
Hi Amanda, your blood test results are in and everything looks great. I've added them to your documents.
Dr. Sarah ยท 10 Feb, 14:32
A
Thank you! Quick question is it okay to take ibuprofen with Mounjaro?
10 Feb, 15:01
SO
Yes, that's fine. Let me know if anything else comes up.
Dr. Sarah ยท 10 Feb, 15:14
Customisation
Show only what
makes sense for you.
A salon doesn't need progress trackers. A gym doesn't need documents. Toggle each section on or off. Your portal, your rules.
Things to do
Task assignments & reminders
Upcoming bookings
View, reschedule & join calls
Order history
Status & tracking for all orders
Subscription management
Plan details, pause & cancel
Progress tracking
Custom health & wellness metrics
Documents
PDFs, videos & shared files
Messaging
Direct client-business thread
Forms
Intake, consent & review forms
Give every client a portal
they'll actually use.
Included on all Priorly plans. No extra setup, no extra cost.