To add someone to the client portal:

1) Click on the "Contacts" tab and select the contact you want to invite.


2. Click on the pencil icon next to the contacts name.


3. Scroll down, enter an email address for your client and select "Yes" on "Client portal access".

4. Click "Save" on the bottom. 

What happens now?

Now an invitation will get sent out to your client at the listed email address. 

Enjoy!

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