Description:  This course is designed to help you during your onboarding process. In this course, you will take a quick look at Client Management, including a look at the client record, client list, and how to send a client portal invitation.

Prerequisites:  None   |           Estimated Time:  15 minutes

Learning Objectives:

• The client record and how to add a client 
• How to invite clients to the client portal 
• A look at the client list 
• A getting-started checklist 
• A list of additional resources