The client portal is a super powerful tool to help you manage your client and booking admin. Many businesses have told us that the client portal cuts booking admin by as much as 50%.
Watch this video below to give yourself an overview on the client portal. You will need to watch SmartDocs training and Worksheets training for a full understanding of thow the client portal works.
9-Minute Video
You can add TWO Primary Contacts to your client portal and THREE Secondary Contacts. To learn more about adding additional contacts, you can click here.
Want to learn more?
Still, have questions? Feel free to send us a message by clicking the Chat Icon in the bottom right-hand corner of the screen. Our team is always happy to help!
