How to Navigate and Utilize the New Client Portal Features

Channel:
United States HighLevel
Subscribers:
68,000
Published on ● Video Link: https://www.youtube.com/watch?v=C-CEBwcR8ec


Duration: 0:00
525 views
13

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For more information, be sure to check out the related help doc at https://help.gohighlevel.com/en/support/solutions/articles/155000004135-client-portal-dashboard-revamp-and-associated-contracts
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Want someone from the team to walk you through it? Click here https://speakwith.us/success

Join Tina as she walks you through the enhanced Client Portal, covering how to view and manage quotes, invoices, and signed contracts all in one place. Learn to navigate the new dashboard, send invoices, and sign contracts seamlessly. The demonstration also includes a mobile version overview, making account management more efficient for clients while reducing email inquiries.

00:00 Introduction to the New Client Portal
00:34 Navigating the Client Portal Dashboard
01:16 Managing Contracts in the Client Portal
02:04 Sending and Viewing Invoices
02:57 Mobile Version Overview
04:17 Profile and Settings Customization
04:50 Conclusion and Final Thoughts



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