How do I share my Smart Login Link?

Method 1: Add a Client Login Button to Your Website

Direct clients to your portal from your website by creating a visible Client Login button.
Steps:

1. Copy your unique Portal Genie login link.

2. Add a “Client Login” or “Portal Access” button to your website’s navigation bar or homepage.

3. Embed your login link in the button.

4. Optionally, include a short message such as:

   “Access your invoices and statements securely via our Client Portal.”

This method drives clients to both your website and the portal, maintaining a consistent branded experience.

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Method 2: Include the Portal Link in Your Invoice Email Templates

You can include your Portal Genie link in the invoice emails you send from your accounting software (e.g., Xero, QuickBooks, MYOB).

Steps:

1. Open your accounting software’s email template settings.

2. Add a line such as:

   “You can view and download your invoices anytime through our Client Portal: [Insert Link].”

3. Save your updated template.

Each time you send an invoice, your client will see the portal link and know exactly where to find their documents.

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Method 3: Add the Portal Link to Your Email Signature

Including your Portal Genie login link in your email signature is a simple and effective way to ensure every client communication promotes portal access.

Steps:

1. Edit your email signature settings in your email client.

2. Add a line such as:

   “🔗 Access your Client Portal: [Insert Link].”

3. Save and apply the new signature to all outgoing emails.

This provides clients with ongoing, easy access to your portal — no extra messages required.

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Method 4: Include the Portal Link in Monthly Newsletters

If your business sends newsletters or email updates, use them to remind clients about the portal.

Suggestions:

• Mention the portal in a short note, such as:

  “You can now view your latest invoices and statements through our Client Portal: [Insert Link].”

• Highlight portal benefits (24/7 access, secure document storage, faster communication).

Regular exposure helps clients build the habit of logging in.

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Method 5: Add the Portal Link to Your Invoice Templates

Include your portal link directly in your invoice documents to make it even more visible.

Steps:

1. Open your invoice template in your accounting software.

2. Add the link in the footer or notes section:

   “To view your full statement and payment history, visit your Client Portal: [Insert Link].”

3. Save and apply the updated template for future invoices.

This ensures that every client who receives an invoice also sees the portal link.

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Method 6: Use Portal Genie’s Scheduled Messaging

Portal Genie allows you to automate client reminders using its Scheduled Messaging feature.

Steps:

1. Open your Portal Genie admin dashboard.

2. Navigate to Scheduled Messaging.

3. Create a new message with your preferred frequency (weekly or monthly).

4. Include a reminder message such as:

   “Your latest invoice and statement are now available in your Client Portal. Log in here: [Insert Link].”

5. Save and activate your schedule.

This automated feature helps maintain consistent client engagement without additional manual effort.

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Summary