{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/87302d2512ca42199c25a874afb52653\" frameborder=\"0\" width=\"1818\" height=\"1363\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1363,"width":1818,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1363,"thumbnail_width":1818,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/87302d2512ca42199c25a874afb52653-092654ba62baef07-full.jpg","duration":388.349,"title":"Doulado Quick Tips: Do clients need portal access?","description":"In this video, I explain that clients do not need portal access to view messages, fill out documents, or see visit information that I send them. I demonstrate how to manually invite clients to the portal and highlight the importance of customizing notifications with my business name and logo for better recognition. I also show examples of how clients can interact with messages and contracts without needing portal access. If clients are not receiving notifications, I suggest sending them an SMS opt-in to ensure they stay updated. Overall, I encourage you to consider when to invite clients to the portal during their journey."}