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Client Portal

Last update 3 months ago
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How to edit the layout and remove blocks in the client portal

Edit the appearance of the client portal and remove blocks of information in the client portal.

  1. Go to your Profile Icon (bottom left) > Settings
  2. Select Client Portal from the menu.
  3. On your chosen Brand, click the Ellipsis (3 dots) and select Edit Client Portal.
  4. Edit Layout allows you to move each block around by hovering over the block, and when the hand appears over the block, click and hold over the block and move it. Once finished, click on Turn edit mode off.
  5. To remove a block click the Ellipsis (3 dots)on the block you wish to remove and click on Remove
  6. Click Save.