CLIENT PORTAL HELP
Client Portal help
Help each client reach the right location and report while keeping account-level changes with the agency administrator.
Open the client portal
Connect client accounts
Find billing
Client Portal help articles
Open the portal, choose a location, and find the reporting or connection information you need.
Open and navigate the Client Portal
Open the passwordless Client Portal, select the right location, and choose the reporting module that answers your question.
Check client listing connections
Check a location’s publisher connection status in the Client Portal and know when to contact your agency administrator.
Check assistant usage and billing
Find a client’s assistant-token balance and know which billing changes require the account manager.