Where is the link to my client portal?

In addition to the Website Widgets that can be added to your website, you also have a client portal that has already been started for you!

To find and/or customize your Client Portal URL, follow these steps:

1. Navigate to Online Presence>Client Portal, found on left-hand side of your vCita page
2. Your Client Portal URL will be displaying in the middle of the page

To customize your Client Portal URL, follow these steps:

1. Click the CUSTOMIZE button found to the right of the URL field
2. The Your client portal URL window opens
3. Click the Pencil Icon in the URL field
4. Customize the end of the URL
5. Click Done once your URL is updated to your satisfaction

Please Note: 

• If you customize your client portal URL, and then change it again in the future, both URLs will direct to your specific client portal.
• Connecting your domain to your client portal is only for Platinum level subscribers. To learn more, please review this article.

Still have questions? Contact Us!