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Add Client Portal to any Website

Product Success Team
  • Updated

You can add Client Portal Widgets to your website to encourage more clients to contact your business or take action online.

The Client Portal Widget can be fully customized to match your website look & feel and your business needs.

    • From the left navigation pane, click on Online Presence>Pop-Up Widget
    • Click on Edit/View under the Client Pop-Up Widget option.

 
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  • Complete the Widget settings.
  • Click Add To Website button and copy the HTML code.
  • Paste the code in your website before the "</head>" tag.

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