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 if you'd prefer to wait. If a client fills out a lead form to create their client profile, they will need to manually invited to the portal when you are ready.

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.

Inviting to the client portal manually

1. Open the client journey profile by clicking the client row in the client list
2. Click View Profile
3. Click Invite to Portal
4. The client will receive an email to create their account
5. If the client loses the email, you can go back in and Re-send client portal invite with the same instructions
6. Once their client portal is created, that button will change to Change Password in case you need to assist them with that
7. If you change their password and share with them, they will be asked to change their password when they log in