Business settings
Show a message on your client portal
Admins only
Post a notice, such as holiday hours, that every client sees at the top of their portal.
Where:SidebarSettingsBrandingClient Portal Message
- Select Settings in the sidebar, then select Branding.
- Under Client Portal Message, turn on Enable message.
- In Title, enter the heading for your message.
- In Content, enter the message itself if you want one. Use the Enter key for a new line.
- Select Save message. Hydi shows Portal message saved.
Good to know
- Turning the switch on does nothing until you select Save message.
- Clients see nothing unless the message has a Title.
- Every client sees the message the next time they open their portal.
Related
- Choose the look of your client messagePick the type and size of the message clients see on their portal.
- Add a button to your client messageAdd a button to your portal message that sends clients to a web page you choose.
- Hide or clear your client messageStop showing your portal message, either keeping its text for later or deleting it.
- See what a client sees in their portalFind out what a client sees when they open their private link, so you can answer their questions.