Client Portal Link - Email

Hey Bonnie! Here’s how to use a custom subdomain for your client portal link. Let me know if this helps!

Are you trying to customize the domain for your client portal or the email template that gets sent when you give a client access to their portal?

I’m trying to change the email template in the client access portal to send them the link to the portal.  I already have my subdomain set up.

Got it!

I went ahead and recorded a little video on how to do this. I thought that would be more helpful than trying to describe it via text. Let me know if this was helpful or if you still have more questions.

Alyssa thank you very much!  This video you did is extremely helpful to me and I appreciate you taking the time to create it.  I am very new to HB and it is a little overwhelming for me but your video helps me a ton 😀 Thanks again!!!

@Bonnie, You are very welcome! It’s really no problem at all- helping others with all the HB things is literally my job haha
I know setting up a new platform can be time consuming and overwhelming, so if you have more questions or would like additional help your account, feel free to reach out to me at alyssa@graceandflowsystems.com or we could even hop on a call and walk talk through any roadblocks you find yourself in. If you wanted to chat further via video chat, you can pick a time here.

I know once you get used to using HB, you’re going to love how much it will help streamline and elevate your entire business!