Canopy Client Portal Tutorial: Scheduling, Billing, File Sharing & e-Signatures
Welcome to our Canopy practice management software tutorial.
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In this tutorial, we’ll explore Canopy’s client portal, a secure space for sharing files, requesting client information, and managing digital signatures. From inviting clients to using e-signature functionality, we cover all the essentials for streamlining client collaboration. Watch as we demonstrate how to set up the client portal, manage files, and configure personalized settings for a seamless experience.
Timestamps:
0:00 – Introduction to Canopy’s Client Portal
0:08 – Inviting Clients to the Client Portal
0:45 – Client Portal Invitation Options and Settings
1:59 – Sending Bulk Invitations to Clients
2:32 – Client’s First Login and Portal Setup
3:32 – Overview of the Client Portal’s Home, Files, and To-Dos Tabs
4:26 – Billing and Scheduling Appointments in the Portal
5:00 – Setting Up Two-Factor Authentication for Clients
5:48 – Sharing Files in the Client Portal
6:39 – Making Files Visible or Private in the Client Portal
7:56 – How Clients Can Share Files with You
8:28 – Sending Documents for E-Signature
9:35 – Setting Up and Sending E-Signature Requests
10:16 – Tracking and Managing E-Signature Status
11:00 – Completing and Reviewing E-Signed Documents
12:06 – Wrapping Up with Canopy’s Client Portal Features
If you’re looking for an effective way to keep client communications organized and secure, this video is for you. Don’t forget to subscribe for more tutorials like this one!
👉 Get Canopy special offer: https://businessolution.org/get/canopy/
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