Client Portal Update!

Written by Alex Trautt in Blog, What's New
February 9, 2015:

Has Your Client Accepted?

Now you can view the status of all the invitations you have sent. Experience real-time updates on accepted, still waiting and expired invites.

Here’s the quick breakdown:

DATE
The date the invitation was sent on.

EMAIL
The email address the invitation was sent to.

CLIENT
The client(s) associated with the invited user. If you’ve allowed access to the wrong client, make all changes in User Permissions.

STATUS
The status of all email invitations.

  • ACCEPTED – Your client has received your invitation and successfully created an account.
  • WAITING – Your client has received the email invitation but hasn’t clicked through to create an account.
  • EXPIRED – The invitation either expired due to 7 days of inactivity or if an additional invite was sent to the existing email address.

 

Get the complete ins and outs of your Client Portal with our handy Quick Start Guide!

Written by Alex Trautt

Alex Trautt

Small business owner with operations and production management experience. Blog contributor with topics on efficient system and practices to make any business run better.

3 responses to “Client Portal Update!”

  1. […] Learn more about your Client Portal – Quick Start Guide […]

  2. Mackenzie says:

    I like the client portal, but it would be even better if there was a way we could see what the clients were seeing on their end instead of setting up a dummy account. Just an idea.

    • Kristin O'Neill says:

      Hello Mackenzie,

      Thank you for your feedback! We have added the option to view the links your client views right when you email your invoices by clicking generate the link. This will show you the invoice and what the client would see if they were viewing the invoice online as well. We will continue to advance the portal and we thank you for your feedback!

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