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Video for Clients on How to Use the Client Portal

I have had several clients who are confused about how to access and use their client portal. A brief video on how to utilize their portal should be available for Canopy subscribers so it could sent with the initial client portal invitation and available if a subscriber wants to send the video to a client. The ability to resend the video should be available to subscribers so they can resend it to clients if it is not received.

1 votes

New Idea · Last Updated


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