Inviting a client to the portal
The best time to invite a client to the portal is when you are creating the client record. This is the default option in Doulado. However, you can also create a login for the client later.
While creating the client profile
- Enter the client information, as well as an email address, which is required to send the portal invite email
- On step 2, make sure the option Send a portal invite now is selected. This is the default option for the primary client. Contacts and relatives will default to Do not send a portal invite now.
After creating the client profile
- Open the client journey profile by clicking the client row in the client list
- Click View Profile
- Click Create Login
- Copy the temporary password that was pre-filled, or set your own
- Click Create Login
- Send the temporary password to the client. They will use this password along with the email in contact information section, to log in.
- They will be asked to change their password when they log in