The Client Portal is designed to give your clients the ability to help themselves complete tasks, such as making payments and keeping track of services. These are some tools you can use to help streamline your business practice to help your clients use the Client Portal.
A Client Can't Remember Their Username or Password
If a client can't remember their username, you can see if they have registered in a couple of ways.
For example, you can view the client's username on the "Account Overview" panel of the V3 Review Account overlay:
You can also email a client their username by using the "Client Portal User Name" personalization or merge tag:
In your email, this merge tag will appear as: [username] and the username will be revealed to the client when they receive the email.
Once the client has their username, they can reset their password on their own.
You cannot view or reset this password within SA. As a matter of security, clients must reset their own passwords.
"Client Portal Emails" Marketplace Bundle
This is a free bundle we provide to members through the Marketplace. It can save you the hassle of creating new documents as this bundle contains basic information about the client portal and instructions on how a client can create a Client Portal account.
To access this bundle, hover over your profile icon in the top-right of your SA screen and select Marketplace.
Then search for "Client Portal Emails" to view information about the bundle.
Click the green download button to download the items into your account:
To view the documents, go to Settings > Documents. You will see your new downloads listed as "Client Portal - New Client" and "Client Portal - Update Existing" along with the date you downloaded the bundle. We strongly recommend that you edit your Documents so they contain your company logo before sending them to your clients.
If a client contacts you needing their client portal account information, there are merge tags that can help you communicate this information to them. Merge Tags are personalization fields you can add to any document or email within SA. When the item is sent to a client, the field will populate based on the information in their account.
Here is a list of the Client Portal related Merge Tags:
- Client Portal Link - this will display your company's full Client Portal URL as a clickable link.
- Client Portal Signup - this will send the client a secure link that is associated with their Account so they can register for the portal.
- Client Portal Username - this will appear as the user's Client Portal Username.
- Client Portal Password - this will appear as the user's Client Portal Password.