Once you have added your client's file in Double, there are two steps to inviting your client to their Client Portal:
Adding them as a Contact
Sending them an Intro Email
Adding a client portal contact
Open the client in Double
Select Portal from the top of the close page
Click Add Contact
Enter your client's contact information in the New Contact window
Save contact
Things to Know
"First name" and "Email" are required fields.
Adding a phone number allows you to text your clients reminders from Double.
Sending an intro email to a client portal contact
After saving your contact, message them via Portal Settings > Actions.
Enable open tracking in the Practice Settings to see when a client read the email.
Once the contact accesses the portal for the first time, you'll see a date show up in the "Last seen" column.
Email templates: Intro Email
The Intro Email template will default to include a link to the Client Portal. Change between templates using the drop down menu at the top right of the window.
More on email templates 👉 HERE!