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Update Client Portal

Use this form to view and update links on a client's portal. This form does not send any notifications.

Coach Angela Ross

Angela

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Send Client Update Email

After you have updated the client's portal, you can send them an email to check their client portal. You can do so automagically here. Please note these fields are used to create the email so please make sure they are correct. 

Wrapping up a Client Project

Yay! We're all done. There are just a few things we need to do finish up their project. Make sure you update the client portal using the form above or clicking here

Add Client to Wrap Up Project group. Make sure their first name is entered correctly. 

Add Client to spreadsheet and sen thank you card in the next batch.