Important Note: The "Onboarding Portal" is a premium feature paid monthly: 7-day free trial, cancel anytime, activate it with a Booster or a Platinum plan.
At Clustdoc, a client portal is a public access URL you can put on your website, social media, email signatures to allow anyone to start a process without you having to do anything.
If you want, it's also possible to disable the registration on your portal, let's see how:
- Go to Resources>Client Portals
- Select the portal you're thinking of or create a new portal link
- Head over to the Configuration>General tab and untick the Allow new applications option
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