How do I get the Client Portal link?

Client Portal allows you to easily share your Files, Client or Project Documents, Invoices, etc with your Clients.

 

 

Getting Client Portal Link

 

Get it from the Customers page

When you go to the Customers page. You'll see the option of copying the client portal link as shown in the image below. Click it, this will copy the link and paste at the desired message or email.

 

 

 

 

✍️ Note: If you have branding plus and you have set up custom domain, then your Client portal link will be <youdomain.com>/clientportal