Impactful Extras Series Webinar Recap: Customizing the Client Portal for Differing Needs

The client portal has a variety of features that can suite diverse purposes. Watch the recording below to see examples of how to customize your client portal for different client or business needs.

Looking for specific information on Customizing the Client Portal?:

Jump ahead using the chapter timestamps shown below:

• Review of Client Website Management 6:07
• Planning Needs 9:55
• Client Onboarding Experience 12:14
• Organization Needs 18:33
• Client Goals 22:05
• Explore Mode on the Client Site 24:41
• Reports for Clients 28:42
• Adding a Connection 35:10
• Spending & Budgeting 36:56
• Client Help Tab 46:44
• Sending Client Invitation 53:44

Additional Resources:

• Client Website Summary
• Client Website Setup
• Client Website Help Menu
• What is Explore Mode on the Client Portal

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