Quick Tip: Do clients need portal access?

Question: Do clients need portal access to receive messages, documents, or appointments?

Short answer: No, they don’t.

Watch this Quick Tip video to see that even without portal access, your clients can still:

View and reply to messages
Review appointment details
Join virtual visits
Complete and sign contracts

They simply access everything through the secure links sent to them via email (or text if SMS is enabled).

The Client Portal is optional, but it’s helpful if you want clients to have one place to log in and see everything in their journey. You can invite them anytime, whether that’s when you first create their journey or later after they’ve signed a contract.

Bonus Tip: Before inviting clients to the portal, you can customize your email sender name and logo in your business settings so notifications come from your business instead of the default Doulado name.

Learn more: Inviting clients to the portal