Overview - What is the Client Portal and How Does It Work?

 

Welcome to the Planning Pod Client Portal!

This tool serves as a 5th option under your User Access & Permissions area - allowing you to send information/documentation and collaboration tools to a dedicated portal for your client. Offering a more client-friendly experience than offering a login to the full system, the Client Portal created a better way to work with your clients!

Important Note: Not all users will see every tool we discuss in the video and this article depending on the Subscription Package you have. 

Here's how it all works:

Once your client has access they will be be able to use any of the following tools/features:

Important Note: We have created a video and article specifically for you to provide your clients! This resource will walk them through all of the features of the client portal from their perspective!

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