Enabling the Client Portal allows clients to access important updates, documents, schedules, and photos in a secure and user-friendly environment. Follow these steps to set up the portal and automate client invitations based on specific tasks in your workflow.

Step 1: Access the Admin Menu

1. Log in to your account.
2. From the main menu, navigate to Admin > Group Settings.

Step 2: Locate the Global Settings Tab

1. On the Group Settings page, click on the Global Settings tab.
2. Scroll down until you see the Client Portal Invite Task dropdown box.

Step 3: Configure the Client Portal Invite Task

1. By default, the dropdown will say "Do not invite".
2. To enable the portal, select a task type from the dropdown that fits your business needs.

For example:

• If you choose the "Prelim Services Fee Paid" task type, an email invitation will automatically be sent to the client’s email address after the corresponding task is marked as complete.

Step 4: Save Your Changes

1. After selecting the appropriate task type, click Save to confirm your changes.

What Happens Next?

Once the task type is triggered, the system will send an email invite to the client’s email address. The email will include:

• A confirmation link to sign up for the Client Portal
• Instructions for completing their account setup.

Important Notes:

* The confirmation link might take up to 30 minutes for the system to send out. It is not designed to be an instant invite, so please plan accordingly when informing clients. 

* The invite will only be sent to clients who reach the specified task milestone after this setting has been enabled. Milestones completed before the setting was activated will not trigger an invite.

By configuring this setting, you automate the invitation process, making it seamless for both you and your clients to stay connected and informed.