Setting Up the Client Portal Terms Acknowledgement Settings

Setting Up the Client Portal Terms Acknowledgement Settings

Ensuring that your clients understand and agree to your terms and conditions is crucial for a smooth and transparent advisory process. In this guide, we'll show you how to set up the Client Portal Terms Acknowledgement settings. By following these steps, you can make sure that every client acknowledges your terms before accessing the portal, enhancing compliance and building trust.



Setting Up Client Portal Terms Acknowledgement

Step 1: Go to Practice Settings.
1. Click on the Practice tab.
2. Select Practice Settings.
3. Select Client Portal Terms.

Step 2: Enter your agreement terms.
1. In the provided text box, type or paste your terms and conditions.

Step 3: Choose when the acknowledgement appears.
1. Select one of the following options:
No: The acknowledgement does not appear.
First login: The acknowledgement appears only on the client's first login.
Always: The acknowledgement appears every time the client logs in.

Step 4: Save your changes.
1. Click Save and Exit to confirm your settings.

Need more help?
For questions or clarifications about setting up the client portal acknowledgement, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Zoom session with our team, kindly use this calendar to book the session.


Published on July 10, 2024
Version 1.1



    • Related Articles

    • Setting Up the Client Portal Account (A Client Guide)

      Easily collect Fact Finds, tasks, and documents from clients by sending them a Client Portal invitation. Once sent, your clients will receive an email to set-up their own secured client portal. Access Your Client Portal: Step1 : Locate the Client ...

    • Setting Up the Mini Fact Find Terms Acknowledgement Settings

      Before any financial planning discussion, it's crucial to ensure your clients understand how their information is collected and used. This guide introduces the Mini Fact Find Agreement Terms feature in Advice Revolution. This feature allows you to ...

    • How Can Clients Complete a SMART Goal Task in the Client Portal?

      At Advice Revolution, we are committed in helping you and your clients collaborate on setting SMART goals for the new financial year. This guide will walk you through how to clients can use the client portal task in creating their own SMART goals. By ...

    • Updating the Client Portal Settings and Sending it to the Client

      At Advice Revolution, we understand the importance of clear communication with your clients. That's why we offer you the flexibility to adjust their client portal settings to optimize data gathering and information exchange. Here's what you can do: ...

    • Deleting Client Documents from the Adviser Portal

      Clients does not have the ability to delete documents they've previously uploaded. Only advisers have the ability to delete the uploaded documents from the client page in the adviser portal. Here's how you can delete a client's document in the ...