How to create a custom block in the client portal

Use custom blocks to add your own text or html code. These can be simple title and description blocks, or by adding some HTML you can make them more dynamic. An example of this is to embed your Calendly Widget code into the Content box. 

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. +Add Block allows you to add a Block on your Client Portal.
5. Click on the Custom Block and click OK and the custom block will appear in the Client Portal
6. Click the Ellipsis (3 dots) on the Custom Block.
7. The top Bar is the Title of the Block.
8. The Half Width toggle chooser allows you to display the Block in either Half Width or Full Width.
9. Options > Block Content, add in specific HTML or redirect link.
10. Remove the Block if necessary.
11. Should you need to add the Block again, you can add it back in by clicking on +Add Block (located at the top of the page).
12. The Widget box will open. Repeat from step 4 above. The block will now be added back in.
13. Should you want to change the layout of the Client Portal, you can click Edit Layout. You can then 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.
14. Click Save.