The latest update introduces a much-anticipated feature: email notification preferences for the client portal. This new capability allows you to customize how your clients' notifications are handled, helping businesses streamline communication with their customers.

Here’s a step-by-step guide on how to set it up and maximize the benefits.

What Are Email Notification Preferences?

The client portal is the interface you offer your customers (or the end business owners' customers) to interact with your business. Through this portal, they can manage various tasks such as accessing invoices, participating in communities, or completing courses. With these activities, notifications are sent to keep everyone informed.

Now, businesses can fully customize how these notifications are sent. This update provides greater control, so businesses only send notifications relevant to their needs. Here’s how to manage these settings.

How to Access Email Notification Preferences

1. Log in to the Client Portal
   Go to your client portal interface where you manage customer interactions.

   

2. Navigate to Email Settings
   Once logged in, head over to the settings menu and select “Email Settings.”

   

3. Customize Notification Preferences
   Under the email settings, you’ll see a list of areas where notifications are sent, including:

   • Communities

   • Certificates

   • Invoices

   Here, you can choose how and when notifications should be sent for each of these sections. This ensures your clients receive only the necessary information, reducing unnecessary communication.

Why This Matters

• Increased Efficiency: With customizable notifications, businesses can streamline communication, reducing confusion and minimizing support tickets.

• Improved User Experience: Clients can now control what notifications they receive, creating a more personalized and efficient experience.

• Enhanced Flexibility: This new feature gives you the freedom to tailor notifications to the specific needs of your business and your customers.

Start Using the New Notification Preferences Today

This new feature is live and ready for you to start using in the client portal. Log in today to configure your settings and take advantage of this update. It’s all about giving you more control over your communication while helping your clients stay informed with ease.