ClientPortal
Client Portal QR code and Thanks.io
If you have Thanks.io integrated into the system, you can embed the ClientPortal QR code on any communication accept gift cards. The process is exac...
Client Portal logs and debugging
This document outlines the logging features of the MedicarePro ClientPortal, detailing how to view logs of user interactions and troubleshoot login is...
Sending Client Portal (single)
To send a client or prospect their portal follow these steps. Navigate to their profile page Click Actions then "Client Portal" All of your portals (o...
Creating a portal version
The Client Portal section of your settings page allows you to create as many portal versions as you need. The idea is to create portals that match the...
Client interaction
This document outlines the user experience for clients accessing the ClientPortal. It provides a step-by-step guide on how to log in, navigate through...
Sending ClientPortal (bulk)
Apart from sending the ClientPortal so a single person, you can also send the portal in bulk via email template or letter template using a QR code. Cr...