How-To Why Use The Client Portal?

How-To Why Use The Client Portal?



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    • How to Give Access to the Client Portal

      A staff member can give access and take away access to the Client Portal at any time (when creating the client or later in the process). The key to giving access to the Client Portal is to Enable access within the Client’s Profile. Instructions Go to ...

    • Retrieve/Activate A Deleted Record

      If you recently deleted a client and are wanting to activate them again, follow the steps below: Instructions Go to Contacts People Deleted Drill into the Contact and activate the Contact again Related articles Page: Form Error 500: Unable to Open ...

    • How-To Enable Client Portal

      CLICK TO LEARN HOW Related articles Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: How to create Invoices and link Payments to QuickBooks Page: Error uploading a Document Page: How-To Autocomplete Search

    • How-To Customize Client Portal

      CLICK TO LEARN HOW Related articles Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: How to create Invoices and link Payments to QuickBooks Page: Error uploading a Document Page: How to select User and Billing Roles

    • Client Portal and Questionnaire

      Here's a quick recap of this feature: Client's email will be their login, and password can be reset within their Contact Details Page. Instructions Client Portal Submission Status is about the first step to the client portal, where the Client will ...