Client Portal
Communicating with your client

How can I invite my clients to the portal?

4min

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In order to invite clients to the Client Portal, you need to add them as a contact and then send them an Intro Email.

There are two steps to inviting your clients to their Client Portal:

  1. Adding them as a Contact
  2. Sending them an Intro Email


Adding client as a Contact

  1. Open the client you would like to add contacts for
  2. Click Client Portal
  3. Click Add Contact
  4. Enter contact info
  5. Save
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Send an Intro Email

After saving, make sure to send the email via the 'Send Email' column to complete the invitation process.

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Once the contact accepts the invite, you will see ✅ in the 'Accepted Invite' column.









 

Updated 25 Mar 2024
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