How do I preview the client experience?

Allene Norton
Allene Norton
  • Updated

To preview the client experience, go to Client Experience at the bottom of your sidebar.

A pop-up will open, containing the status of your client portal, custom domain information, and a link to the client experience.

Click Open client experience to open the client experience in a new tab. You will be prompted to log in as a client, we recommend creating a test client for this purpose.

After logging in, you will see everything in your portal from the client perspective.

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