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How to Customize Your Blood Test Portal Dashboard

Customize what your clients see when they log into the portal — title, description, CTA button, intro video, key benefits, testing partner card, and welcome message.

Written by Xenios Charalambous
Updated over a month ago

The Blood Test Portal dashboard is the first thing clients see when they log in. You can fully customize the content, call-to-action, video, benefits list, and testing partner information.

Business package required.


Where to Find It


Dashboard Content

The main text clients see on their portal homepage:

Field

Default

What It Controls

Main Title

"Welcome to Your Health Portal"

The large heading on the dashboard

Subtitle

"Get started with comprehensive lab testing"

Shown below the title

Description

"Upload your existing results or book a comprehensive blood test..."

Main paragraph text

Welcome Message

"Ready to optimize your health? Let's get started!"

Highlighted message below the CTA button


Call-to-Action Button

The primary action button on the dashboard:

  • Button Text — what the button says (default: "Book Blood Test")

  • Button URL — where it links to (e.g., your Calendly booking page, lab testing service, or checkout page)


Video Content

Add an introductory video to the portal dashboard:

  1. Toggle Enable Video ON

  2. Paste your video embed code (must be an <iframe> — works with YouTube, Vimeo, or any embed)

The video appears prominently on the client dashboard. Great for explaining the blood testing process, introducing yourself, or setting expectations.


Key Benefits

Show a checklist of up to 4 benefits with green checkmark icons:

  1. Toggle Show Key Benefits ON

  2. Fill in up to 4 benefit lines (empty lines are hidden)

Examples:

  • "Comprehensive analysis of 50+ biomarkers"

  • "Personalized AI-powered health insights"

  • "Track your progress over time"

  • "Expert recommendations from your coach"


Testing Partner

Display a recommended testing partner card on the dashboard:

  1. Toggle Show Testing Partner ON (on by default)

  2. Customize:

    • Section Title — default: "Recommended Testing Partner"

    • Description — describe the testing service

    • Button Text — default: "Schedule Test"

    • Button URL — link to the booking/ordering page


Preview

Click Show Preview at the bottom to see a live preview of how the dashboard will look with your current settings — before saving.


Saving

Click Save Settings when done. Use Reset to Defaults to restore all fields to their original values.

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