Client Portal
What your client sees
Sticky Notes
2min
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A sticky note is a way to leave a note on your Client Portal that they can see when answering your questions.
For example, you might want to tell your clients to let you know if they open a new bank or credit card account.
Sticky notes are a practice level setting, and you can turn them on by going to the Practice Settings Wheel -> Client Portal Settings -> Sticky Note.
From here, you can enable sticky notes and leave a message for your clients.
