Client Portal Resource Area
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Tiffany Bastian
We would love to link client to our book a call page along with links to resources we share with clients but in a space on their portal where they could just click resources and see it all laid out for them. Even cooler if we could have client specific links in thier resource area. (like what we have internally but having a separate one for or clients in the portal for things we need them to have quick access to)
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Stephanie Ramirez
I have talked to many people that would like to see a home page, or a dashboard page. Something that us as a Firm can post things so that All our clients can see things. When we are closed, or updates, or links or different things. Instead of having to individually email all the clients the same exact things.
Amanda Aparicio
Merged in a post:
Resources section available in the client portal
Amanda Aparicio
Ability to add general links/resources to the client portal
Amanda Aparicio
Merged in a post:
Links
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Angela Smith
Would be great to have an option for live links in the client portal that both our team and the client can access. So, if we have a shared document, we can get to it from the portal.
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Jaime Keegstra
We would love this too! Some of our clients have a Reach Reporting dashboard and our current plan is to include a .pdf with the link in their documents. A resource area similar to what's in the Client Dashboard to include links to shared files or things like Reach Reporting would be very useful.
Autopilot
Merged in a post:
Resources Tab for Client Side of Client Portal
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Cameron Jones
I thought this was already possible, but it looks like it's not. I would like to see the Client Resources box be available on the Client view of the portal. I wanted to link key resources such as QuickBooks Online link, tax portal links, Gusto link, Google Drive links, etc.
Amanda Aparicio
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Resources Library
Amanda Aparicio
Would it be possible to create a resources library that I can put SOPs (as a word document) so that I can add them to new clients?
Amanda Aparicio
Merged in a post:
Client Portal Resources or Welcome Message
Amanda Aparicio
Hello, I would love the ability to add a link to an online calendar for clients to book some help with me rather than sending an email with the link every time. I do not want this link in my e-mail signature, as it's only meant for current clients, so having it in the portal would be great, or have the ability to Embed the code for the online calendar right on the main screen of the client portal, this would be even better!