Why Add the Client Portal Widget to Your Website
Your website is often the first place a potential client looks before deciding to do business with you. The Client Portal Widget lets you turn that visit into action, clients can book appointments, send messages, make payments, and access shared documents directly from your existing website, without ever needing to call or email you. Adding the widget to your third-party website means clients can do business with you on their terms, at any hour, while you stay focused on running your business.
How to Set Up Your Client Portal Widget
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
- Click on Add to Website
- 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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