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How do I invite my contacts to an event with the client portal?

Invite your contacts to an event with the client portal.

Written by PracticePanther Help Center
Updated over 7 years ago

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.
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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.
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What happens now?

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

Enjoy!

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