video1.0<iframe src="https://www.loom.com/embed/633fe7fc05314241a43e105d6f574619" frameborder="0" width="1188" height="891" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8911188Loomhttps://www.loom.com8911188https://cdn.loom.com/sessions/thumbnails/633fe7fc05314241a43e105d6f574619-080412b55b28c818.gif789.283Hi, 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.