Adding The Client Portal Tag To Your Website

The Client Portal Tag is the URL that your clients use to access their portal. You can create a custom URL in your Portal Settings, or you can leave this blank, and clients will simply log in via However, keep in mind that your company information and theme will only be shown on the login screen if you have created a custom URL.

screenshot of client portal tag and client portal link fields from portal settings screen

After you've created your Client Portal Tag in your Portal Settings, you may be wondering what the steps are to add this custom URL to your website. Adding the Client Portal Tag to your website allows your clients to access the portal more easily, so they can request visits and process payments at any time. 

Below we have included instructions from several major website builders on how to add an external link to your website.







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