Client Portals
12 articles in this collection
Written by Becca Berg and Sam Gioia
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
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
Updated over a week ago
How to add a form to the client portal
Don't want to email it to them? No problem, just add it to their portal.
Written by Becca Berg
Updated over a week ago
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
Updated over a week ago
How to embed a portal login on your website
Written by Becca Berg
Updated over a week ago
Updated over a week ago
Customizing Client Portals
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
Updated over a week ago
Client Portal Banner Images
Add banner images to your client portals
Written by Becca Berg
Updated over a week ago
Updated over a week ago
What are the dimensions on the portal banner?
Best dimensions for the client portal to get a non-burry image
Written by Becca Berg
Updated over a week ago
Updated over a week ago
What size should my logo be for the portal?
Client Portal Logo Size
Written by Becca Berg
Updated over a week ago
Updated over a week ago
How to remove a logo from client portal
Written by Becca Berg
Updated over a week ago
Updated over a week ago
Removing welcome text from Client Portal
How to get rid of the welcome text that is on the client portal
Written by Becca Berg
Updated over a week ago
Updated over a week ago