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.

✅ 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.

📋 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.

📝 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.

🔗 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.

Updated on: 17/06/2026