Client Portal Tutorial
Under Review
June 10, 2026
Your current PDF for the client tutorial is lacking - it doesn't even explain that for clients to see notes, you have to tag them in it. It's been challenging to help clients get up to speed, since I can't see their view of things. It would be great to have both a more detailed PDF with functionalities (and perhaps info on the limitations for us), as well as, a video how-to, for different learners!