Everything Client Portal

Follow

The Client Portal is a really useful tool to interface with your clients. You can share intake forms, questionnaires, and other documents, offer online booking, and even allow your clients to view billing and pay invoices from the portal! 

In this webinar you will learn how to: 
- Turn on and set up the portal 
- Create and share documents with clients 
- Create intake questionnaires/forms 
- Use Online Booking with your clients
- See the client's POV of the portal process, including intake forms and billing details 

We will also answer your questions as we go along! 

 

 

 

 

Have more questions? Submit a request

Comments