video1.0<iframe src="https://www.loom.com/embed/03e19a7f6fb44c0bb6bb54b0e49cc685" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/03e19a7f6fb44c0bb6bb54b0e49cc685-9a63b2f8992c8507.gif206.1951In this video, I provide an overview of ThinDaily's portal feature, specifically focusing on how to create a new portal connection. I walk through the steps of selecting a service type, naming the connection, and sending an email to a client. It's important to keep the connection names short for clarity in email templates. Please make sure to review the process and let me know if you have any questions!