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Viewing the client portalAll Courses
In this lesson, you will learn how to set up and view the client portal.
Make sure you've done the prerequisites:
- On your booking proposal page enable the “Email Link To A Shoot” toggle in the bottom right.
- 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:
- Open your contacts page.
- Click to open your contact
- Edit the contact's username on the left of the client window
- Click the “User Actions” Icon in the bottom left to manually reset your client's password.
- Click “Save” to complete.
Check out the help docs related to setting up the client portal: