How to Resend a Client Portal Invitation
To resend a client invitation to your secure client portal, follow the steps below:
- Navigate to your messaging dashboard by clicking on the speech bubble icon on the top menu bar.
- Select the client on the left panel (you should see the status "Invitation Pending" under the client name).
- Click on the round button "..." located at the top right corner of the page and select "Resend Invitation".