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
- Open the client you would like to add contacts for
- Click Client Portal
- Click Add Contact
- Enter contact info
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.