Sharing portal links with clients

Finding the portal link

Each client has a unique portal link. To find it:

• Go to Clients
• Click on the client
• Find the "Portal Link" section
• Click Copy Link

Ways to share the link

In reminders (automatic)

Every reminder email includes a "Pay Now" button that takes clients to their portal.

Manually

Copy the link and share it via:

What happens when they click?

The client sees their portal with:

They can pay immediately or save the link for later.

Is each link unique?

Yes. Every client has their own private link that only shows their information.

Can clients bookmark the link?

Absolutely. Encourage clients to save the link so they can check their balance or pay anytime.

Related: What clients see in their portal