Invite a Client to the Client Portal

Begin communication with a new client by inviting them to your secure client portal. 

The portal invitation is a simple email or text message that your client will receive asking them to register. Since you already have their name and email, all the client has to do is to create a password.

Note: You can also enable self registration so your client can log in to the portal without the need for an invitation. Read this article to learn how to enable self registration: Enable Portal Self Registration

Invite an Existing Client to the Portal

1. From the home page, click the speech bubble icon.
2. Start typing the client's name in the Search Client field on the top left.
3. Select the client from the list and click the green invite button.
4. Make sure that the client information is correct in the Invite Client box.
5. Click Send Invitation.

   

Invite a New Client to the Portal

1. Click Lists → Clients.
2. Click the Add New Client button.
3. Enter the client's name and email.
4. Check the box labeled Invite Client to Messaging Portal.
5. Select the delivery method for the invitation:
   1. Email
   2. SMS
6. Click Save. 

The invitation will send as soon as the client record is created.