Client Portal Login & Actions: Client Side

The client portal provides everything your clients need, from scheduling appointments to accessing documents like invoices and payment history. 

View Client Portal as Client

As an administrator, you can also view the portal as a client to better understand your client’s experience.

To view your client portal as a client:

1. Open the platform.
2. Go to Client Portal.
3. Click View as Demo Client.

Edit Client Portal URL

To edit your Client Portal URL:

1. Open the platform.
2. Go to Client Portal.
3. Under "Client Portal URL," click the edit icon .
4. Enter your desired URL.
5. Click Done.

Copy Client Portal URL

To copy your Client Portal URL:

1. Open the platform.
2. Go to Client Portal.
3. Under the “Client Portal URL”, click the Copy button. 

Related to

• clients
• client portal
• call-to-action
• client management