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Invitations

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222 VOTE

Allow non-admin staff members to invite clients to client portal

Grant ability to invite client to client portal to non-admin users. Clients can only be invited from the client portal settings page, which is located under the Organization tab. As a result, only admins can invite new clients to the portal.
Guest almost 7 years ago in Invitations 85 Completed

Customize client portal invitation message

The welcome message of Therabook needs to be editable such that the practice welcomes the patient. Currently, the therapist welcomes the patient, which is less professional. The welcome message reads, "Jane do invites you..." I would like it to re...
Guest about 7 years ago in Invitations 6 Completed

Add information clarifying what data to enter for client portal sign up

Add information clarifying what data to enter for client portal sign up. Parents/guardians are entering their information instead of their child's name in the sign up fields.
Guest over 5 years ago in Invitations 0 Completed