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
• Done uploading
• Book appointment

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
• Done uploading
• Book appointment