đĩī¸ââī¸How do I test the client portal?
Wondering what your clients' experience might look like?
Option 1: browse our demo portal
We've created a demo portal so you can preview the client experience
The credentials are in the welcome note
Option 2: invite yourself to a portal workspace
Head to your Hubflo account
Go to "Client Portal"
Open any workspace portal
Click on "invite an existing client" (left menu > "shared with" section)
Select yourself and hit invite
You'll get an invite to set up an account on your client portal :)
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