Onboarding your clients: Onboarding using a blank Digital form

Adding clients and sending invitations with a Digital Form has become the most beneficial way to introduce a client to the portal and get the answers you need. 

Onboarding your client with a blank digital form:

1. In your Partner Portal navigate to Clients>Client list.
   
2. Click 'Add clients'.
   
   
   
   
3. Select Add Individual or Add Client Group .
   
   NOTE: If adding a client group, each group member must have their own unique email address.
   If the client group share an email address see "How do I create an account for a household that share an email address?"
   
   
   
   
4.  Enter their name, email address and select whether they are a Personal or Business client. You can also choose their subscription type.
   
   NOTE: If adding a Client Group, the Group name can be adjusted 
   
   Ensure you select 'YES' to sending the Client a welcome email, and choose the digital form you want to send with the invitation. 
   
   Once you have filled in all of the necessary fields, click 'Add'.
   
                 
   
   
5. The client/client group will now appear in your Client list with 'New' next to their name. 
   
   
   
   
6. To keep track of your Client's portal activation status and last login details, you can export your client list to CSV.