Client Portal
Support your clients with onboarding and portal navigation
- Understanding the My Day Page
- Switch Between Workspaces
- Get Started in the Client Portal
- Complete an Activity
- Work Through a Program
- Accept Your Invitation and Sign In
- Complete a Task
- Edit Your Client Profile
- Message Your Professional in Chat
- Check Your Notifications
- Open Files and Links Shared With You
- View Your Professional's Details
- Read and Comment on Notes Shared With You