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 clients to contact your business or take action online. The Client Portal Widget can be fully customized to match your website's look and feel and your specific business needs.

• From the left navigation pane, click Online Presence.
• Click Add to Website.