What guidance should I give clients for the client portal?

What guidance should I give clients for the client portal?



  1. We recommend you call the client before sending the first client portal access to achieve the best outcome
  2. Explain they will get an email and need to create a password
  3. Some wording that is helpful to include 'It's important that we have the information ahead of the meeting as it helps us prepare and give you move value/time in the meeting'
  4. Advise them that they will not see any further tiles to complete in the portal when they have completed all information areas