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Secure Client Portal

Use the secure portal to send messages, files, and more to your clients.

  • Bulk Send Client Portal Messages
  • Can Adults Use the Client Portal on Behalf of Their Dependents?
  • Client Portal: Minor Becomes an Adult
  • Customize Client Portal Invitations
  • Customize the Look of Your Client Portal
  • Delete a Client Portal Account
  • Disable Messaging in the Client Portal
  • Enable Client Portal Self Registration
  • Enable Your Booking Widget in the Client Portal
  • Invite a Client to the Client Portal
  • Manage Client Portal Notifications
  • Mark a Client Portal Channel as Unread
  • Profile Images in the Client Portal
  • Resend a Client Portal Invitation
  • Revoke Access to the Client Portal
  • Secure Client Portal Autoresponder
  • Secure Client Portal Features
  • Secure Client Portal Welcome Message
  • Secure Client Portal: Best Practices
  • Secure Client Portal: Troubleshooting
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