Agency Client Portal Settings

 

1. From CP Central select the settings wheel.

 

 

 

2. Select "Portal Settings".

 

 

 

3. Here the agency logo, agency details, and the number of registered clients. Selecting either pencil icon will allow you to edit the logo and agency details.

 

 

 

4. Once the fields are set, select "Save Preferences".

• Portal Display Name: Name that will appear in the client portal, so the client recognizes their provider. Used for white labeling.

• Greeting Message: Message will be displayed as a popup when the client first logins in.

• Payment Link: Clients will be redirected to the link listed when clicking on the Payment icon in the client portal.

• SubDomain: Used to white label the URL.

• Phone Contact: Name and number of contacts in the event a client needs assistance.

• Email Contact: Name and email address of contact in the event a client needs assistance.