TheraNest Ideas Portal
Add a new idea Subscribe
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Aug 6, 2020

RELATED IDEAS

Preview client portal invitation email

Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.
App Type TheraNest App
  • Attach files
  • Guest
    Reply
    |     Dec 5, 2023
    When sending out portal invites and payment receipts, save a copy in contact log. I cannot see what my client is receiving from me.