Enable Client Portal Self Registration
If you are using IntakeQ's secure client portal, you have the option to allow your clients to self-register without the need to send them an invitation. This article shows how to enable it and what settings can be changed.
To enable self registration in your portal, follow the steps below:
- Click on the speech bubble in the top menu bar.
- Click on the "Settings" button located on the top right corner.
- Open the "Self Registration" tab.
- On the first question, select the option "Allow Self Registration".
On the screenshot above that you can also indicate if you need to approve every registration, or if you want to auto-approve existing clients, or auto-approve everyone. This is also where you will find the link to the self registration URL, which can be shared with your clients or placed in your website. If you haven't customized your URL yet, read the following article: Vanity URLs