For our Client Portal release, we have created a flow chart to walk customers through the process in a step-by-step guide as to how best Purchase, Enable and Use. We believe the series of guides, in the natural order, will lead to a more fundamental understanding of how to best take advantage of this offering!

1. Purchasing your Client Portal

a. Client Portal Plan Level Differences

2. Enabling your Client Portal

a. Managing your Personal Client Portal Notifications

b. Client Portal User Security

c. Setting Activities to Display on Your Client Portal

i. What is a ‘Reach Out’ Activity?

3. Using your Client Portal

a. What your Clients see when using the Portal

b. Client Portal ‘Client’ Permissions

Did this answer your question?