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:
- Navigate to Online Presence>Client Portal, found on left-hand side of your vCita page
- Your Client Portal URL will be displaying in the middle of the page
To customize your Client Portal URL, follow these steps:
- Click the CUSTOMIZE button found to the right of the URL field
- The Your client portal URL window opens
- Click the Pencil Icon in the URL field
- Customize the end of the URL
- Click Done once your URL is updated to your satisfaction
- 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!