Every client,
kept in the loop.

Give customers one place to check tasks, bookings, orders, plans, documents and progress logs before they need to message your team.

Start for free See what's included ↓
Files
Documents, uploads and signed forms stay in the portal
Tasks
Check-ins, uploads and review steps stay visible until done
Bookings
Video links, times and reschedule options sit beside their plan
Branded
Your logo, colours and customer-facing portal theme

Give clients somewhere
useful to log in.

Not just a profile page. A branded portal for the work around each client: tasks to complete, forms to submit, files to read, bookings to join, orders to check and progress to track.

Tasks to do

Ask clients to log a weight, complete a form, upload a file or book a review. Due and overdue tasks stay visible until they are done.

Upcoming bookings

Clients can see their next appointment, reschedule within your rules and join video calls from the same portal.

Order history

Every order sits with its latest status, from under review to dispatched. Fewer “where is my order?” messages for your team.

Subscription management

Clients can view their active plan, next billing date, delivery amount and allowed actions, like pause, cancel or switch plan.

Progress tracking

Let clients log the metrics that matter to the service: weight, blood sugar, blood pressure or custom trackers you create.

Documents

Share PDFs, videos, guides, instructions and patient information leaflets without digging through email threads later.

Messaging

Keep client conversations tied to the right profile, order, booking or plan instead of scattered across inboxes.

Forms

Send intake forms, consent forms, review forms and questionnaires. Responses are stored against the client record.

Fully branded

Use your logo, business name, colours and portal theme so the experience feels like it belongs to your business.

Task gating

Get what you need
before you ship.

Add tasks to a client, a plan or a subscription tier. Ask for a weight log, check-in form, file upload or reading, then hold the next order or renewal until it is complete.

  • Assign to a client or a plan Add a one-off task for one client, or attach recurring tasks to everyone on a subscription tier.
  • Overdue nudges If a task is missed, Priorly can remind the client automatically instead of leaving your team to chase.
  • Hold the next renewal Stop a subscription order from moving forward until the required tasks are complete.
  • Completed inside the portal Tasks can link straight to forms, trackers, uploads or bookings, so the client knows exactly what to do next.
Tasks 3
View all
Log your weight for this cycle
Due 18th Feb · Overdue
Complete your monthly check-in form
Due 21st Feb · Overdue
Upload a recent blood pressure reading
Due 28th Feb
Your next order is on hold until overdue tasks are complete
Progress tracking

Progress they can see.
Context you can use.

Let clients log health metrics and watch their progress in real time. You see the same data — so every consultation starts with full context, not a blank page.

  • Custom trackers Create the trackers that fit the business, product, or service: weight, blood sugar, blood pressure, mood, steps or anything else you need to monitor.
  • Goals clients can follow Add a target to each tracker so clients can see what they are working towards without asking your team.
  • Trends over time Simple charts show whether the number is moving in the right direction, in the portal and in your admin view.
  • Logged against the client record Every entry sits on the client profile, so reviews start with history instead of guesswork.
Track Progress 4 trackers
Weight
92kg-1.5 kg
Goal: 80 kg · 43%
Blood Sugar
6.1mmol/L-0.7
Blood Pressure
124/80improving
Goal: 120/80 · 78%
Steps / day
7.2k+800
Goal: 10,000 steps · 72%

Files and messages,
kept with the client.

Share results, guides, videos and instructions through the portal. Message the client in the same place, so the conversation stays attached to their record instead of disappearing into email.

  • PDFs, videos and guides Upload results, instructions, leaflets, aftercare notes or videos straight into the client portal.
  • Direct messaging Keep a private thread with each client instead of spreading replies across email inboxes.
  • Stored against their record Documents and messages stay linked to the client profile, ready for the next review, order or appointment.
Documents
Blood Test Results - Feb
PDF · 10 Feb
How to Self-Inject
VIDEO · 1 Feb
Mounjaro PIL
PDF · 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 · 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 · 10 Feb, 15:14
Customisation

Only show clients
what they need.

Choose which portal sections appear for each business. Keep the useful bits visible, hide the ones that would only add noise.

Tasks
Check-ins, uploads, reminders and gated renewals
Upcoming bookings
Appointments, rescheduling and video call links
Order history
Order statuses, tracking and review updates
Subscription management
Plan details, pauses, cancellations and switches
Progress tracking
Custom metrics, goals and client logs
Documents
PDFs, videos, guides and shared files
Messaging
Client threads stored against their record
Forms
Intake, consent, review and follow-up forms

Give every client a portal
they'll actually use.

Included on all Priorly plans. No extra setup, no extra cost.

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30 days free. No credit card required. Cancel any time.