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Customize Your Client Portal

Updated over a year ago

Customizing your client portal through the Institution Portal provides you with the ability to tailor the portal to your organization's branding and preferences. If you have institution admin access, you can make various customizations to enhance the user experience for your clients.

Customization Options

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  1. Organization Logo

    You can upload and display your organization's logo on the client portal. This helps reinforce your brand identity and creates a professional look for your clients.

  2. Welcome Sentence

    Customize the welcome message or introductory sentence that clients see when they log in to the portal. This personalized message can set the tone for your client interactions.

  3. Payment Options

    Choose whether to enable or disable payment functionality directly from the client portal. This can provide clients with a convenient way to make payments or opt to disable it if not needed.

  4. Primary Color

    Modify the primary color used in the portal's design. This allows you to align the portal's appearance with your organization's color scheme.

  5. Sidebar Color

    Adjust the color of the sidebar menu in the client portal. This can help create a cohesive and visually appealing interface.

Customize Your Client Portal

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To customize your client portal:

  1. Access Institution Portal, Navigate to Organization Settings

    Log in to the Institution Portal using your admin credentials. Within the Institution Portal, go to the "Organization" section.

  2. Navigate to Organization Settings

    Locate the settings button to redirect to the Customization settings page.

  3. Make Customizations

    Inside the Organization Settings, you'll find options to customize the organization logo, welcome sentence, payment settings, primary color, and sidebar color.

  4. Save Your Changes

    After making your desired customizations, remember to click the "Save" button. Wait until you receive feedback from the system indicating that your updates have been successfully saved.

By customizing your client portal, you create a more personalized and branded experience for your clients. This can contribute to better client engagement, improved user satisfaction, and a stronger sense of professionalism in your interactions.

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