The client portal feature in PracticePanther allows you to share information and tasks/events with your contacts. In order to invite a contact to an event using this feature follow the steps below.

1) Click on the "New" button at the top, select "Event".

2) On the "Attendees" field add the contact you want to assign the event to, then click "Save".

Note: In order for this feature to work, the contact will need to have a valid email address on file.

What happens now?

The contact you selected will get an invitation to that event through the client portal.


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