Secure Client Portal
Exchange messages, files, and more with your clients through a secure portal.
- Can Adults Use the Client Portal on Behalf of Their Dependents?
- Client Portal Autoresponder & Welcome Message
- Customizing Client Portal Emails
- Customizing the Look of Your Client Portal
- Deleting Client Portal Accounts
- Disable Messaging in the Client Portal
- Enable Client Portal Self Registration
- Enable Your Booking Widget in the Client Portal
- How to Resend a Client Portal Invitation
- How to Revoke Access to the Client Portal
- How to Send Forms Using the Client Portal
- How to Share Notes Using the Client Portal
- How to Unlock a Client Portal Account Due to Failed Login Attempts
- Inviting Clients to Your Client Portal
- Managing Client Portal Notifications
- Marking a Client Portal Channel as Unread
- Message Snippets
- Secure Client Portal Features
- Sharing Files in the Secure Client Portal
- Team Messaging