Client Roles
Knowledge Base
- Getting Started
- What is the Client Portal and how do I access it?
- How do I create my Username and Password?
- How do I sign the Service Agreement?
- How do I accept the Terms of Service?
- How do I change my Password?
- How do I log back into my client portal?
- Profile
- How do I view my CRM Profile?
- How do I edit or update my Profile?
- How do I add or update my profile photo/avatar?
- Document
- How do I upload and share documents?
- How do I view documents I uploaded and shared with Brand?
- How do I view documents shared with me by Brand?
- Billing
- How do I view my invoices?
- How do I make a payment on an invoice?
- How do I add or update my credit card on file?
- How do I save multiple credit cards?
- How do I set a default credit card on file?
- Calendar
- How do I configure my calendar?
- How do I add an event to my calendar?
- How do I schedule a video appointment?
- How do I schedule a phone appointment?
- How do I schedule a personal phone appointment?
- How do I schedule an InPerson appointment?
- How do I schedule a personal InPerson appointment?
- How do I reschedule an appointment?
- How do I cancel an appointment?
- Communication
- How do I send messages to a staff member?
- How do I read messages sent to me?
- How do I view or read news shared with me?
