You'll get a complete overview of private portals for individual clients as well as portals for your agency as a whole. You'll also learn about customization options, document uploads, tasks, and resources. Private portals are recommended for businesses who work with clients on a 1-1 basis (ie: service providers, consultants..etc). As a reminder, the Client Portals in the Simple Business Suite™ are customized to your business and individual clients. If you don't see the Client Portal template in your account, please send us a message and we'll make sure it's added for you. _________ <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 69.79166666666667%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/c45dabe38d334ee28f589aaa89ee8b02?sid=01672cb6-58a3-4978-933f-a1cb2940efddhide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 69.79166666666667%; height: 0;"><iframe src="https://www.loom.com/embed/c45dabe38d334ee28f589aaa89ee8b02?sid=01672cb6-58a3-4978-933f-a1cb2940efddhide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">TIMESTAMPS</h2>00:00:01 - Introduction to Client PortalsThe differences between private and all client resource hubs, and an overview of features from both client and provider perspectives. 00:03:01 - Document and Task Management in PortalsHow to upload and manage important documents, as well as how to assign and manage tasks for clients within the portal. 00:06:44 - Customization and Agency Portal OverviewCustomizing client portals for better usability, followed by a description of the agency portal and its benefits for managing multiple clients efficiently.

A complete overview of private portals for individual clients as well as public portals for all clients to access.

You'll get a complete overview of private portals for individual clients as well as portals for your agency as a whole. You'll also learn about customization options, document uploads, tasks, and resources.

Private portals are recommended for businesses who work with clients on a 1-1 basis (ie: service providers, consultants..etc).

**As a reminder, the Client Portals in the Simple Business Suite™ are customized to your business and individual clients.**

If you don't see the Client Portal template in your account, please send us a message and we'll make sure it's added for you.

\_\_\_\_\_\_\_\_\_

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## ****TIMESTAMPS****

****00:00:01 - Introduction to Client Portals****

The differences between private and all client resource hubs, and an overview of features from both client and provider perspectives.

****00:03:01 - Document and Task Management in Portals****

How to upload and manage important documents, as well as how to assign and manage tasks for clients within the portal.

****00:06:44 - Customization and Agency Portal Overview****

Customizing client portals for better usability, followed by a description of the agency portal and its benefits for managing multiple clients efficiently.

Learn what private Client Portals are and how they work in your account. You'll get a complete overview of private portals for individual clients as well as portals for your agency as a whole. You'll also learn about customization options, document uploads, tasks, and resources. Private portals are recommended for businesses who work with clients on a 1-1 basis (ie: service providers, consultants..etc). As a reminder, the Client Portals in the Simple Business Suite™ are customized to your business and individual clients. If you don't see the Client Portal template in your account, please send us a message and we'll make sure it's added for you. <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 69.79166666666667%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/c45dabe38d334ee28f589aaa89ee8b02?sid=01672cb6-58a3-4978-933f-a1cb2940efddhide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 69.79166666666667%; height: 0;"><iframe src="https://www.loom.com/embed/c45dabe38d334ee28f589aaa89ee8b02?sid=01672cb6-58a3-4978-933f-a1cb2940efddhide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Client Portal Overview (Private Client Portals)

Client Portal Overview (Private Client Portals & Public Resource Hub for Clients)

Learn what private Client Portals are and how they work in your account. You'll get a complete overview of private portals for individual clients as well as portals for your agency as a whole. You'll also learn about customization options, document uploads, tasks, and resources. Private portals are recommended for businesses who work with clients on a 1-1 basis (ie: service providers, consultants..etc). As a reminder, the Client Portals in the Simple Business Suite™ are customized to your business and individual clients. If you don't see the Client Portal template in your account, please send us a message and we'll make sure it's added for you. TIMESTAMPS00:00:01 - Introduction to Client Portals00:03:01 - Document and Task Management in Portals00:06:44 - Customization and Agency Portal Overview _________ <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 69.79166666666667%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/c45dabe38d334ee28f589aaa89ee8b02?sid=01672cb6-58a3-4978-933f-a1cb2940efddhide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 69.79166666666667%; height: 0;"><iframe src="https://www.loom.com/embed/c45dabe38d334ee28f589aaa89ee8b02?sid=01672cb6-58a3-4978-933f-a1cb2940efddhide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

You'll get a complete overview of private portals for individual clients as well as portals for your agency as a whole. You'll also learn about customization options, document uploads, tasks, and resources. Private portals are recommended for businesses who work with clients on a 1-1 basis (ie: service providers, consultants..etc). As a reminder, the Client Portals in the Simple Business Suite™ are customized to your business and individual clients. If you don't see the Client Portal template in your account, please send us a message and we'll make sure it's added for you. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">TIMESTAMPS</h2>00:00:01 - Introduction to Client PortalsThe differences between private and all client resource hubs, and an overview of features from both client and provider perspectives. 00:03:01 - Document and Task Management in PortalsHow to upload and manage important documents, as well as how to assign and manage tasks for clients within the portal. 00:06:44 - Customization and Agency Portal OverviewCustomizing client portals for better usability, followed by a description of the agency portal and its benefits for managing multiple clients efficiently. _________ <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 69.79166666666667%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/c45dabe38d334ee28f589aaa89ee8b02?sid=01672cb6-58a3-4978-933f-a1cb2940efddhide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 69.79166666666667%; height: 0;"><iframe src="https://www.loom.com/embed/c45dabe38d334ee28f589aaa89ee8b02?sid=01672cb6-58a3-4978-933f-a1cb2940efddhide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

You'll get a complete overview of private portals for individual clients as well as portals for your agency as a whole. You'll also learn about customization options, document uploads, tasks, and resources. Private portals are recommended for businesses who work with clients on a 1-1 basis (ie: service providers, consultants..etc). As a reminder, the Client Portals in the Simple Business Suite™ are customized to your business and individual clients. If you don't see the Client Portal template in your account, please send us a message and we'll make sure it's added for you. _________ <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 69.79166666666667%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/c45dabe38d334ee28f589aaa89ee8b02?sid=01672cb6-58a3-4978-933f-a1cb2940efddhide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 69.79166666666667%; height: 0;"><iframe src="https://www.loom.com/embed/c45dabe38d334ee28f589aaa89ee8b02?sid=01672cb6-58a3-4978-933f-a1cb2940efddhide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">TIMESTAMPS</h2>00:00:01 - Introduction to Client PortalsThe differences between private and all client resource hubs, and an overview of features from both client and provider perspectives. 00:03:01 - Document and Task Management in PortalsHow to upload and manage important documents, as well as how to assign and manage tasks for clients within the portal. 00:06:44 - Customization and Agency Portal OverviewCustomizing client portals for better usability, followed by a description of the agency portal and its benefits for managing multiple clients efficiently.

Create and manage private portals for your clients to securely share resources & communicate.

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