Client Portal Login Process [4]

Create/Send Portal Link

Click on a task to open the side panel.

In the “Client Portal Requests” section on the top banner click the “copy link” button.

Send this portal link by email to the client to advise them that a portal request awaits their attention.

The link code will look similar to this: https://portal.practiceflow.co.uk/1sHVR1GSaXapI63MKogbLM/t/1OWn89dWyERJYI2EUYCSTS

Client Experience

• Receive email
• Click link - when the client clicks on the link, they are taken to the portal and asked to enter their email address.
• Enter code - Client prompted to enter a 6-digit code, which is sent to them in a separate email.
• Login to portal - The client enters the code and logs into the portal.

This approach retains the security of email verification while differentiating the two emails to minimise user confusion and any login issues.

If the client later logs out, they can log in again using the original link. In some cases, they may be asked to repeat the verification process depending on their device and browser settings.