How can I invite my clients to the portal?
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:
- Adding them as a Contact
- Sending them an Intro Email
Adding client as a Contact
- Open the client you would like to add contacts for
- Click Client Portal
- Click Add Contact
- Enter contact info
Send an Intro Email
After saving, make sure to send the email via the 'Send Email' column to complete the invitation process.
Once the contact accepts the invite, you will see ✅ in the 'Accepted Invite' column.
Updated 03 Mar 2023
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