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



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