Important Note:The "Onboarding Portal" (or Client portal) is a premium feature paid monthly: 7-day free trial, cancel anytime, activate it with a Booster or a Platinum plan.
From a single portal URL, you can let end-users which program or service they want to get started with. Let's discover how this works below:
- 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 tick the processes to be shown
- Go back to the Link and Code menu to step it out
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