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Client Portals
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