All Collections
Client Portal
Client Portal (For Users)
Inviting your contacts to the Client portal.
Inviting your contacts to the Client portal.

Invite your contacts to the client portal.

PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

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!

Did this answer your question?