How to Share Documents via the Client Portal

In this article, we'll cover how to enable the Documents feature to be displayed in the client portal.

Step 1: Navigate to the Client Portal

Login into your Pabau account and from the left sidebar menu, navigate to Setup and select "Client Portal" under the "Services" section.

Step 2: Open Client Portal Settings

In the Client Portal, click on the "Customize" button on the right.

From the Edit Client Area, navigate to the "Features" tab.

Step 3: Enable Documents

Once the menu window opens, you'll find a list of features that can be toggled on or off for the client portal. Select "My Documents" under the Clinical Records section. Once enabled, you can preview the client's view on the right side of the window.

By following these steps, you can enable or disable Documents from the Client Portal.

NOTE: You can take a look at how to enable features in the client portal in this article.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.