Client Portals

Give your clients access to everything you've sent them in one place.

8 articles in this collection
Written by Becca Berg and Sam Gioia

Using Client Portals

How to activate client portals

Getting your client portal all set up.

Written by Becca Berg
Updated over a week ago

What gets synced to my client's portal?

Here is what your client can see in the client portal

Written by Becca Berg
Updated over a week ago

Adding a Form to the Client Portal

Add a form straight to the client portal without sending an email. Great for when you have lots of forms!

Written by Sam Gioia
Updated over a week ago

Adding an External Link to the Portal

Adding an outside URL to the client portal

Written by Becca Berg
Updated over a week ago

Client Portal Settings

Customizing the client portal

Change the colors and text of your client portal to match your brand.

Written by Sam Gioia
Updated over a week ago

Client portal banner images

Add a custom banner image to your client portals.

Written by Sam Gioia
Updated over a week ago

How to embed a portal login on your website

Written by Becca Berg
Updated over a week ago

Troubleshooting

Getting an Error on my Client Portal Login

Common errors on the client portal

Written by Becca Berg
Updated over a week ago