Hey @colleen ! Right now, clients can log into their portal (you can send them a welcome email directly from their profile page), and from there, they’re able to see and update their own information.
In addition, once the intake form feature is live this week (keep an eye out for an announcement & docs), you’ll also be able to send out custom intake forms at any time for clients to fill out, or tie them into the portal signup flow. Those updates will flow directly into their client profile, giving you another way to keep records accurate and up to date.
Let me know if you need clarification on any of that!
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Lucas Steflor
Sep 23, 2025
Hey @colleen ! Right now, clients can log into their portal (you can send them a welcome email directly from their profile page), and from there, they’re able to see and update their own information.
In addition, once the intake form feature is live this week (keep an eye out for an announcement & docs), you’ll also be able to send out custom intake forms at any time for clients to fill out, or tie them into the portal signup flow. Those updates will flow directly into their client profile, giving you another way to keep records accurate and up to date.
Let me know if you need clarification on any of that!