video1.0<iframe src="https://www.loom.com/embed/0c911ff29dfb4117827806f2fdb3f9c2" frameborder="0" width="1862" height="1396" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13961862Loomhttps://www.loom.com13961862https://cdn.loom.com/sessions/thumbnails/0c911ff29dfb4117827806f2fdb3f9c2-6c62e482bbdaee5d.gif138.825In this video, I’ll walk you through two effective methods for inviting clients to the client portal. First, I demonstrate the default method using a simple invite link, which is quick and straightforward. Then, I show you how to create a more customized invitation that includes your company branding and a detailed explanation of the portal. I encourage you to try both methods and consider using the custom email option for a more personalized touch.