In this Article
Inviting clients to the Shaker Portal
The Shaker Client Portal is a way of keeping your client on track to complete their transaction. There are multiple ways to invite a client to their portal.
1. From their contact card under the "Actions" dropdown.
2. When creating a new deal you will be asked in the slide-out menu.
3. From the actions menu within a deal.
The information in the client portal is directly connected to the deal(s) the client is a part of. Editing fields, the assigned team, documents, and the timeline of the deal will take immediate effect in the client portal.
*Note* if you invite a client to a client portal without having created a deal, they will have access to your preferred vendors' list, but they will not show any properties.
What will the client receive?
The image below is what the client portal invite email will say.
Reinviting a client to their portal
Sometimes clients miss the first invite you send them to the client portal. Follow the steps below to reinvite them.
First, go to the contact record for the client
Then click the "Actions" button. below your contact's name.
Click "Reinvite to Client Portal"
Resetting a password:
If your client cannot remember their login credentials they may reset their password.
This can be done on the login page by clicking "forgot password"
How to tell if the client has accepted your invitation
You may be curious to know whether your client has accepted their invitation to the portal. To check the status, you can open the contact in Shaker.
In the left panel, you will see a status under client portal access of Invited or Active.
Invited means the invitation has been sent, but the client has not accessed the portal
Active means they have successfully logged into their portal.