In this video we show you how to customize your client portal:
Customizing your portal name and branding
Go to Settings > Portal to edit the following things:
Portal name
Logo and favicon
Colors
Dark mode
Primary colors
Sidebar color
Connecting your custom domain
To add your custom domain please contact us at [email protected] or via the live chat.
We will then send you the DNS instructions to set in your domain name registrar and your custom domain will be activated within 1 business day.
Managing your portal notifications
Go to Settings > Profile and Account > Notifications preferences to manage notifications sent to you.
Customizing your client portal onboarding
Go to Settings> Onboarding to create an onboarding screen:
This screen will be shown to clients once they log in to their portal. Here is an example of what client see:
Note: By default there is no onboarding screen set up, this step is not mandatory.