TheraNest Ideas Portal
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Status Already exists
Categories Clients & Groups
Created by Guest
Created on Dec 9, 2020

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Allow unique invitation link to client portal to link with existing file therapist created

When I invite a client to the Portal, it sends that a unique button that matches the file I already started for them. But if a client requests the link again, I have no way to send them their unique link. It will not let me re-invite them, and has no way to copy anything but a generic "New Invitation" link. So a way to get a copy of their unique invitation link to re-send them would be great.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    You can reinvite them from the client details page. However, if they already have an account and just want a login link you can send them the link in your shortcuts menu! https://help.theranest.com/en/articles/2116989-explanation-of-client-portal-shortcuts https://help.theranest.com/en/articles/3827176-re-invite-clients-to-the-client-portal
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