Intro [2/28/2024]
We’re super excited to introduce our new Client Home app — a clean, personalized, snappy welcome screen for your clients when they open the portal. This app is in Launchpad and will be released to everyone in March.
Video Overview
https://www.loom.com/share/6555af3ae254429a8df75d6fb5669845?sid=94ce8feb-c080-4142-bd23-38010097e75e
New features
- Ability to set up a Home Page for your clients a la Notion
- Ability to configure the Home app and preview it as your clients, before enabling it for them.
- Ability to add Autofill fields to personalize the Home page based on client data.
- Ability to add Tables, Bullet Lists, Callouts, Banner image, Background color, and more!
Features coming soon
- ✅ Notifications widget to surface open invoices, forms to fill out, and contracts that your clients have to sign.
- ✅ Ability to add embed types
- ✅ App visibility rules - so you can configure the app to only show up for certain clients (e.g. with a particular custom field)