improved
Client Portal
Icon and Button Updates on Client Portal Tasks
We recently released a few improvements to the
Client Portal
experience to make the tasks clearer, so your clients can feel more confident in knowing what is next.- Icons are now reflective of the task at hand to avoid association with the report defect symbol.
- If Spectora Payments is not enabled, clients are directed to learn more about your preferred payment method and schedule to reduce confusion.
- For add-on upsells, clients can learn more about your services before committing.
To learn more about the Client Portal, click here.