Please watch the below videos BEFORE you set up your private client portals -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Step 1: <a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">Client Portal Overview</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Step 2: <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54" rel="noreferrer" class="PlaygroundEditorTheme__link">Setting Up Welcome Emails for Your Offers</a></li></ul> ________________________________________________________________________________ In this video, I guide you through setting up private client portals for individual clients. I explain how to customize the pre-made templates, upload files, and create offers for clients to give them access to their portals. Update the template to suit your needs and personalize the portal for each client. Want to set up a portal for ALL of your clients to access? <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-the-agency-portal-7666e0-32e7c" rel="noreferrer" class="PlaygroundEditorTheme__link">Click here to learn more.</a> <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.77777777777777%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/f966cb2a0dca40da8219c041829b9057?sid=6995c8ec-e861-428c-bd83-d6051d8d6d1c?hide_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: 73.77777777777777%; height: 0;"><iframe src="https://www.loom.com/embed/f966cb2a0dca40da8219c041829b9057?sid=6995c8ec-e861-428c-bd83-d6051d8d6d1c?hide_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>00:00:00 - Setting Up Client PortalIntroduction to setting up the private portal for clients, including an overview of the template structure and instructions on cloning the existing template. 00:03:44 - Customizing and Uploading DocumentsGuidance on customizing the portal for individual clients and how they can upload important documents. 00:11:12 - Adding Tasks and ResourcesInstructions for adding tasks for clients, along with creating a section for helpful resources. 00:20:15 - Finalizing Client Portal and OffersSteps to finalize and publish the client portal, as well as how to create offers for individual clients to grant them access to their portal. 00:25:02 - Reviewing Client SubmissionsInstructions for reviewing items submitted by clients.

Learn how to create a private portal with secure resources for your individual, private clients.

****Please watch the below videos BEFORE you set up your private client portals -****

* Step 1:[Client Portal Overview](https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e)
* Step 2:[Setting Up Welcome Emails for Your Offers](https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54)

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

In this video, I guide you through setting up private client portals for individual clients. I explain how to customize the pre-made templates, upload files, and create offers for clients to give them access to their portals.

Update the template to suit your needs and personalize the portal for each client.

**Want to set up a portal for ALL of your clients to access?**[**Click here to learn more.**](https://simplebizsuite.helpcenter.guide/articles/setting-up-the-agency-portal-7666e0-32e7c)

">

## TIMESTAMPS

****00:00:00 - Setting Up Client Portal****

Introduction to setting up the private portal for clients, including an overview of the template structure and instructions on cloning the existing template.

****00:03:44 - Customizing and Uploading Documents****

Guidance on customizing the portal for individual clients and how they can upload important documents.

****00:11:12 - Adding Tasks and Resources****

Instructions for adding tasks for clients, along with creating a section for helpful resources.

****00:20:15 - Finalizing Client Portal and Offers****

Steps to finalize and publish the client portal, as well as how to create offers for individual clients to grant them access to their portal.

****00:25:02 - Reviewing Client Submissions****

Instructions for reviewing items submitted by clients.

Please watch the below videos BEFORE you set up your private client portals -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Step 1: <a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">Client Portal Overview</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Step 2: <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54" rel="noreferrer" class="PlaygroundEditorTheme__link">Setting Up Welcome Emails for Your Offers</a></li></ul> ________________________________________________________________________________ In this video, I guide you through setting up private client portals for individual clients. I explain how to customize the pre-made templates, upload files, and create offers for clients to give them access to their portals. Update the template to suit your needs and personalize the portal for each client. Want to set up a portal for ALL of your clients to access? <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-the-agency-portal-7666e0-32e7c" rel="noreferrer" class="PlaygroundEditorTheme__link">Click here to learn more.</a> <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.77777777777777%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/f966cb2a0dca40da8219c041829b9057?sid=6995c8ec-e861-428c-bd83-d6051d8d6d1c?hide_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: 73.77777777777777%; height: 0;"><iframe src="https://www.loom.com/embed/f966cb2a0dca40da8219c041829b9057?sid=6995c8ec-e861-428c-bd83-d6051d8d6d1c?hide_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>

Setting Up Private Client Portals

Please watch the below videos BEFORE you set up your private client portals -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Step 1: <a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">Client Portal Overview</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Step 2: <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54" rel="noreferrer" class="PlaygroundEditorTheme__link">Setting Up Welcome Emails for Your Offers</a></li></ul> ________________________________________________________________________________ In this video, I guide you through setting up private client portals for individual clients. I explain how to customize the pre-made templates, upload files, and create offers for clients to give them access to their portals. Update the template to suit your needs and personalize the portal for each client. Want to set up a portal for ALL of your clients to access? <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-the-agency-portal-7666e0-32e7c" rel="noreferrer" class="PlaygroundEditorTheme__link">Click here to learn more.</a> <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.77777777777777%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/f966cb2a0dca40da8219c041829b9057?sid=6995c8ec-e861-428c-bd83-d6051d8d6d1c?hide_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: 73.77777777777777%; height: 0;"><iframe src="https://www.loom.com/embed/f966cb2a0dca40da8219c041829b9057?sid=6995c8ec-e861-428c-bd83-d6051d8d6d1c?hide_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>

Please watch the below videos BEFORE you set up your private client portals -<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Step 1: <a href="https://simplebizsuite.helpcenter.guide/articles/client-portal-overview-watch-me-first-7666e0-a019e" rel="noreferrer" class="PlaygroundEditorTheme__link">Client Portal Overview</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Step 2: <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-welcome-emails-for-your-offers-7666e0-85e54" rel="noreferrer" class="PlaygroundEditorTheme__link">Setting Up Welcome Emails for Your Offers</a></li></ul> ________________________________________________________________________________ In this video, I guide you through setting up private client portals for individual clients. I explain how to customize the pre-made templates, upload files, and create offers for clients to give them access to their portals. Update the template to suit your needs and personalize the portal for each client. Want to set up a portal for ALL of your clients to access? <a href="https://simplebizsuite.helpcenter.guide/articles/setting-up-the-agency-portal-7666e0-32e7c" rel="noreferrer" class="PlaygroundEditorTheme__link">Click here to learn more.</a> <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 73.77777777777777%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/f966cb2a0dca40da8219c041829b9057?sid=6995c8ec-e861-428c-bd83-d6051d8d6d1c?hide_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: 73.77777777777777%; height: 0;"><iframe src="https://www.loom.com/embed/f966cb2a0dca40da8219c041829b9057?sid=6995c8ec-e861-428c-bd83-d6051d8d6d1c?hide_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>00:00:00 - Setting Up Client PortalIntroduction to setting up the private portal for clients, including an overview of the template structure and instructions on cloning the existing template. 00:03:44 - Customizing and Uploading DocumentsGuidance on customizing the portal for individual clients and how they can upload important documents. 00:11:12 - Adding Tasks and ResourcesInstructions for adding tasks for clients, along with creating a section for helpful resources. 00:20:15 - Finalizing Client Portal and OffersSteps to finalize and publish the client portal, as well as how to create offers for individual clients to grant them access to their portal. 00:25:02 - Reviewing Client SubmissionsInstructions for reviewing items submitted by clients.

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

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