How clients sign in

Portal sign in is built for clients who visit a few times a year. Instead of an account and a password they will forget, your client enters their email address and receives a 6-digit code. Entering the code signs them in. That is the whole process.

If a client asks how to get in, walk them through this:

1. Open the portal link. The Sign in screen asks for an email address.
2. Enter the email address your business has on file for them.
3. Watch for an email with a 6-digit code, then enter it on the Sign in screen. Each code works for 10 minutes.

Any contact on the client record with an email on file can sign in. If you deal with both an office manager and an owner, add each of them as a contact with their email, and both can use the portal.

A portal session lasts 24 hours. After that, the next visit asks for a fresh code. There is no remember me option, which keeps a forwarded or shared link from becoming a permanent door into their billing.