Lesson Progress:

In this lesson, you will learn how to set up and view the client portal. 

Make sure you've done the prerequisites: 

  1. On your booking proposal page enable the “Email Link To A Shoot” toggle in the bottom right. 
  2. Your client will receive an email with their client portal URL and will be prompted to create their client portal password. 

To change your Clients Username & Password: 

  1. Open your contacts page.
  2. Click to open your contact
  3. Edit the contact's username on the left of the client window
  4. Click the “User Actions” Icon in the bottom left to manually reset your client's password. 
  5. Click “Save” to complete. 

Check out the help docs related to setting up the client portal: