CRM (Advanced): Customize client portal
You can enable or disable certain options for your clients. If you choose to activate them, clients will have access to additional features on the main page of their portal and in the client app. Here, we will cover what options you can make available to your clients.
Covered here:
Make prepayment
Let your clients pay in advance to have credits on their account -- so that invoices can be paid the moment they were issued.
If the Prepayment feature is enabled, your clients see the Make prepayment link in the Quick links section of their dashboard and in the mobile app. Learn more on how to manage prepayment settings.
Done uploading
By using this feature, you provide an easy way for your client to let you know that they’re done uploading all the documents that are required from them.
Book appointment
You have the option of letting your clients book appointments with your team directly through the portal. Once the booking service is set up in Integrations, your clients will see the Book appointment option on the Home page of their portal. More on setting up appointment tools.
Firm announcement
You can add an announcement to the client portal. Once added, it will appear on the client's web and mobile Home page, as well as in notifications each time the client logs in. Learn more about firm announcements.
