How to show an Assigned Staff block in the client portal

How to show and configure the Assigned Staff block 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. Locate the Assigned Staff Block and click the Ellipsis (3 dots). The Block Settings will appear
5. The top Bar is the Title of the Block.
6. The Half Width toggle chooser allows you to display the Block in either Half Width or Full Width.
7. Options > Contact Details > Telephone Use the toggle to enable the "to call". Clients can then make contact with the assigned staff by Telephone.
8. Options > Contact Details > Email Use the toggle to enable the "to email". Clients can then make contact with the assigned staff by Email.
9. Remove the Block if necessary.
10. 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).
11. The Widget box will open. Click on the Review Block and click OK. The block will now be added back in.
12. 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.
13. Click Save.