Moxie

Overview of Client Portal functionality and configuration.

How to use the Client Portal

Customize the look and feel of the client portal to match your brand.

Set up which features are available in your client portal. See a client's view of client portal.

Configure who can access the portal as well as preview the portal as one of your clients.

Use your own domain to provide a fully branded experience.

Send emails from your account for a fully branded experience

Configure integrated request and ticket management .

Give your clients one space to request tickets, sign contracts, and pay invoices.

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