The default portal welcome message of your account can be customized to fit your business. Each new job shared will preset this default portal welcome message when sharing the results. Your default welcome message can then be modified on a job by job basis.
Follow these steps to set your default client portal welcome message.
- Sign into your web account
- Tap your profile image to open the menu.
- Tap Settings to open your settings menu
- Tap Client Portal.
- Tap in text box of Portal Welcome Message..
- Enter you default portal welcome message.
- Scroll to bottom of the page.
- Tap Save Changes.
New jobs will present your updated client portal welcome message. This ill not affect the portal welcome message of any previously shared jobs.
Comments
0 comments
Please sign in to leave a comment.