Previewing your portal from your client's perspective helps ensure everything is appearing exactly as you want it.

Here’s how you can preview the client's view:

1. Navigate to the Client Menu

2. Click on the client whose view you want to preview.

3. In the top right corner, select 'Preview as Client.'

You are now viewing the portal as that client.

Pro Tip: Create a test client using one of your own email addresses (e.g., an administration or info @ email address). This allows you to log in separately and experience the client view from start to finish.

This feature offers a unique opportunity to view your custom setup as the client will. It's an excellent tool for ensuring the client's experience meets your standards. When you're ready to return to your own view, just click 'exit' at the top.