- Open the client's page and find the Client portal card.
- Press Email portal access (they need an email on file), or Copy portal link to send it yourself.
In the portal, clients can:
- See their open balance, next visit and anything waiting on them on Home.
- Approve quotes, pay invoices, and save cards (and pick one for autopay).
- Sign agreements.
- Ask to reschedule a visit, and send a New request for more work.
- Message you on the Messages tab. Replies show up in your inbox.
Clients can always get a fresh link from your portal login page by entering their email. Reset link turns off old links if one was shared by mistake.