> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Client registration portal

The Registration Portal lets clients submit their personal details online before their first visit. Once submitted, everything saves automatically to their MERIDIQ client record.

| 📍 **Where to find this:** Record System → Registration Portal

## ✅ What you can do

* Set which fields are visible and required in the registration form
* Enable questionnaires and consent forms on the portal
* Share the registration portal link with clients
* Let clients register their own information before their first visit

## 🧭 How to open the Registration Portal

1. Click **Record System** in the left navigation menu.
2. Click **Registration Portal** from the submenu.

![Registration Portal Menu](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1hoqebd.png)

|| ℹ️ You can copy the portal link and share it on your website, social media or include it in booking confirmation emails via Custom Booking Text.

## 📋 Set up mandatory fields

1. Click **Record System** → **Registration Portal**.
2. Click **Mandatory Fields**.
* A list of fields appears (Name, Email, Date of Birth, etc.).
3. For each field, toggle:
* **View** — makes the field visible in the registration form
* **Required** — makes the field mandatory for clients to fill in
4. Check or uncheck the boxes based on your requirements.

![Mandatory Fields](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/screenshot-2026-06-05-114652_1kzaapp.png =650x365)

|| ℹ️ The **Name** field cannot be changed or removed. If **Required** is not checked for a field, clients can skip it during registration.

## 📝 Enable questionnaires & consent forms

1. Click **Record System** → **Registration Portal**.
2. Click **Questionnaire**.
* A list of **Standard Questionnaires** and **Custom Questionnaires** appears.
3. Toggle the **switch** to enable (ON) or disable (OFF) a questionnaire.
4. Click the **Eye** icon to preview a questionnaire before enabling it.
5. *(optional)* Click the **List** icon next to the Letter of Consent toggle to select which consent forms appear on the portal.
* Select or deselect consent forms in the pop-up and click **Submit**.

![Questionnaire](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/screenshot-2026-06-05-114700_1dfozw3.png =650x365)

![Letter of Consents](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1htldep.png =500x719)

|| ℹ️ **Standard Questionnaires** are created by MERIDIQ and cannot be edited. **Custom Questionnaires** can be created and edited in the Custom Questionnaire section.

## 🔗 What clients see on the registration portal

When a client clicks the registration portal link:

1. They choose their **preferred language**.
2. They fill in the **personal information** fields you set as visible and required.
3. They answer any **questionnaires** you have enabled.
4. They give **consent** to the processing of their personal data.
5. They click **Save and Finish**.

![Registration Portal](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_8joj9.png =650x390)

![Personal Information](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_fjl5dj.png =650x607)

![Required Consent](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_19o52n9.png =650x726)

||| **⚠️ Each email address can only be registered once.** If a client tries to register with an already registered email they will see: "Please enter a unique email." You can update a client's email from their profile at any time.

| 💡 To create custom questionnaires that appear on the portal, see [Create custom questionnaires](https://help.meridiq.com/en/article/create-custom-questionnaires-onx4j6/).