You're Done! 🎉

Your client portal is ready to impress. Test it yourself by creating a test account and going through the experience as a client would.

Quick Checklist:

  • Domain connected (or using default for now)

  • Logo and colors added

  • Essential content organized

  • Welcome emails set up

Next steps: As you use the portal, you'll think of improvements. Add them gradually - don't try to make it perfect all at once.