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

  1. Enter the client information, as well as an email address, which is required to send the portal invite email
  2. 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

  1. Open the client journey profile by clicking the client row in the client list
  2. Click View Profile
  3. Click Create Login
  4. Copy the temporary password that was pre-filled, or set your own
  5. Click Create Login
  6. Send the temporary password to the client. They will use this password along with the email in contact information section, to log in.
  7. They will be asked to change their password when they log in