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CRM (Advanced): Customize, Use & Remove the Client Portal Sign-Up Link

CRM (Advanced): Customize, Use & Remove the Client Portal Sign-Up Link
1 Min

How do I know a client has signed up?

By default, the Sign Up links are displayed on your firm’s login page. By clicking one of the links, the client has to go through a simple three-step registration process, which includes entering their email, first and last name, phone number, providing the verification code sent to their email, and creating a password for their account. Read more about the client self-registration process in our client help article.

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Document

CRM (Advanced): Customize, Use & Remove the Client Portal Sign-Up Link

How do I know a client has signed up?

By default, the Sign Up links are displayed on your firm’s login page. By clicking one of the links, the client has to go through a simple three-step registration process, which includes entering their email, first and last name, phone number, providing the verification code sent to their email, and creating a password for their account. Read more about the client self-registration process in our client help article.