{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/633fe7fc05314241a43e105d6f574619\" frameborder=\"0\" width=\"1188\" height=\"891\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":891,"width":1188,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":891,"thumbnail_width":1188,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/633fe7fc05314241a43e105d6f574619-080412b55b28c818.gif","duration":789.283,"title":"Quick Tip: Inside a Client's Portal","description":"Hi, I am Bridget and in this Loom I walk you through what your clients see in the Delado client portal. I cover how to enable portal access, send the default notification, and what happens when they click the secure onboarding link to create a password and agree to terms. I also explain key visibility rules, like notes being invisible, drafts not showing, and they only see upcoming appointments. Then I show the client portal tabs for documents, files, paperwork, billing, services, and messages, plus partner access. No action is required, but you can enable portal access when you want a one stop place for clients."}