{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/6f62c58276924192b3ffdafec4f03aa5\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/6f62c58276924192b3ffdafec4f03aa5-addae1a9329ab429.gif","duration":314.64,"title":"Setting Up Your Client Portal for Success 🚀","description":"In this video, I walk you through our client portal, which allows clients to view company information, team contacts, and their upcoming appointments. I emphasize the importance of setting up the portal correctly, including adding your company details, team member information, and any necessary disclosures. Once configured, clients will have access to their swivel summary, so it's crucial to ensure their values are mapped correctly to avoid confusion. I also demonstrate how to send invites to clients and check their status in the portal. Please make sure to double-check the setup before sending out any invitations."}