video1.0<iframe src="https://www.loom.com/embed/a3641588982c4b6a924d513f20ae25ec" frameborder="0" width="1880" height="1410" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14101880Loomhttps://www.loom.com14101880https://cdn.loom.com/sessions/thumbnails/a3641588982c4b6a924d513f20ae25ec-d445ad8eb7e6ae80.gif339.269In this video, I’ll walk you through two effective methods for inviting clients to the client portal. First, I demonstrate how to send a quick invite through the transactions page, and then I show you how to customize an email using a branded link. It's important to ensure that your clients receive a personalized experience, so I encourage you to explore the email templates available. Please make sure to reach out to your team lead if you need any specific templates created.