My profile

A client can update their name and phone number. To change their email, which is their sign-in address, they contact you; add the new address as a contact and remove the old one.

Notification preferences

Under Settings in the portal, each contact chooses which notification emails they receive. These sit inside your agency-wide setting: if you've turned client emails off in Contact Notifications, they stop for everyone.

Payment method

Contacts who can see billing, at agencies that have connected Stripe, also see Payment method to save or remove a card for automatic charges.

Privacy notice

The first time a contact opens the portal they see a short note linking to the Privacy Policy, which they can dismiss with Got it.