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Client Portal

1 Client Portal Setup

Overview The client portal allows your clients the ability to login and see their contact information, contracts, events, invoices, and payments due. In addition, you can add forms for your clients to fill out and they can pay their invoices or payments due.…

2 Overview

Overview The client portal allows your clients the ability to login and see their contact information, events, and invoices. Clients can access the portal either be an email provided by you or by embedding the client portal into your business's website. How…