Through the Client Portal, clients will be able to access their important documents, event details, and even a custom message from you.
Can Client Portals be password protected?
Yes, you can set passwords for each Client Portal.
Can I choose which Documents to share in Client Portals?
Yes, you can turn options on or off for Quotes, Contracts, Invoices, and Questionnaires.
Can I share a message or text with my clients via the Client Portal?
Yes, you have a space, called the Welcome Message, to include text, links, and/or images.
Client Portal is available in Level 3.
What are you waiting for?