How to set up the Client Portal?

Personalize elements like your support email, phone number, and policy links to build a professional and user-friendly platform for your business.

Creating your client portal is easy and efficient. Follow these simple steps:

1. Go to Settings.

2. Navigate to Forms and Client Portal and click on Client Portal.

3. Inside the portal, you will see the URL for your Client Portal, which includes your business name.

4. Input the following information:

   • Support Email (e.g., support@upvio.com)

   • Support Phone Number

   • Contact Page Terms of Service URL

   • Privacy Policy URL

5. Once all fields are completed, click Save Settings.

How to review your Client Portal

1. Click on the three dots and select Open.

2. Test the portal by logging in as a client. Inside the portal, check the following:

   • Terms of Use

   • Privacy Policy

   • Contact Us section

3. Under the Contact Us section, clients can find:

   • Support Email

   • Support Phone Number

   • URL for your support site