Client Registration

How do I allow Clients to register themselves?

For the admin's convenience, we added a self-registration capability to allow clients to register themselves. To do so, follow these 3 simple steps:

1) Be sure that you have Client Registration turned on. You can find this under Settings → Clients/Staff.

2) Be sure that you're logged out of the site.

3) The exact URL will depend on your installation, but the Client Registration form is typically located at "http://yourdomain.com/portal/client-registration" (Replace yourdomain.com with your actual URL).

You can also use this link in any navigation item to allow clients to register themselves.

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