video1.0<iframe src="https://www.loom.com/embed/87302d2512ca42199c25a874afb52653" frameborder="0" width="1818" height="1363" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13631818Loomhttps://www.loom.com13631818https://cdn.loom.com/sessions/thumbnails/87302d2512ca42199c25a874afb52653-092654ba62baef07-full.jpg388.349In 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.