Quick Tip: Inside a Client Portal
Question: What does my client actually see in their client portal?
Short answer: The client portal gives your clients a simple, organized space to view everything you’ve shared, like documents, invoices, messages, and upcoming appointments. And the best part, they don’t even need a portal to access key items unless you choose to enable it.
Watch this Quick Tip video to learn how you can:
- Enable the client portal and customize the invitation message with your branding
- Walk through client's account setup, from invite to login
- See exactly what clients can view, including documents, invoices, messages, and upcoming appointments
- Allow clients to upload files, complete forms, and pay invoices all in one place
- Give partners or additional contacts their own portal access (with client approval)
- Help clients book appointments and join virtual visits
Giving clients access to their portal creates a one-stop shop for communication and resources, while still keeping you in control of what’s shared.
Bonus Tip: Clients can still securely view and complete documents or messages without portal access, so you can introduce the portal whenever it makes the most sense for your workflow.