Quick Guide to the Client Portal

This article explains how to get started with the Client Portal quickly.

1. Go to Settings > Client Portal Settings and adjust your selections as needed. Your selections will depend entirely on your company. However, we still recommend updating the Billing tab and the Alerts tab.

   

2. Create a registration email or download a premade template from the Marketplace.

   Option 1 - Download a template from the marketplace.

   To download from the Marketplace, hover over the Avatar icon and choose Marketplace. Search for the "Client portal email" and download the template.
   
   
   
   Once downloaded, navigate to Settings > Documents > Client Portal - New Client: MP. You'll use this Document for all Clients (new or existing).
   
   
   
   If needed, update the document's settings then click the Edit button to open the Document Editor. Once open, click the image that says "Drop your logo here" and replace it with your company logo. Once the logo is replaced, click Save in the top right.

    

   Option 2 - Create a registration email from a blank document.

   To create a document from scratch, navigate to Settings > Documents > Add Document. When creating your Document, you must include the merge tag for Client Portal Sign Up. The merge tag looks like this when inserted in a document: [portal-registration-link].
   This merge tag creates a unique link the Client can click on to sign up for the portal.
3. Optional - Create and register a test Client.
   
   We recommend this step so you can follow the registration steps yourself and access the portal. This will show you what your clients see once they're logged in.
   Start by creating a test Client. Once on the test Client page, click Send > Email. In the Document dropdown, select the Client Portal - New Client: MP document or the custom Document you created, then click Send.
   Open your inbox to view the email, click the registration link, and then register your test account for the portal. Once registered, you can log in and view what the portal looks like to Clients.
4. Send the Client Portal registration email to your Clients.
   
   You can send the email in bulk from the CRM > Clients/Accounts page. In the Email overlay, be sure to select the Client Portal - New Client: MP document or your custom-made document before sending. You can send the email individually by navigating to the Client page and clicking to send the email.