I have sent Therabook invitations to several clients at one time, but then maybe one or two don't always sign in to the portal in a timely manner. A week or two passes, and then I can't remember who I have sent invitations to and who I maybe overl...
Guest
over 7 years ago
in Invitations
8
Future consideration
Allow me to customize the default client portal invitation message outside the invitation process so I don't have to change it every time I invite someone to the portal.
Guest
almost 6 years ago
in Invitations
11
Future consideration
Add "Send Client Portal Invite" option when adding a new client
At the bottom of each Add New Client box where we are putting in their name for the first time, to have a check box ‘send client portal invitation’ so we could check and send auto from there. And ideal if we get the option of whether to default th...
Guest
almost 6 years ago
in Invitations
2
Future consideration
8
Future consideration
2
Future consideration
