Preview a Client Portal

Choose View as client beside the portal's address at the top of its page (beside its name while client sign-in is off), or beside a plan's name to open that plan. The preview opens in a new tab. It shows the portal's sections and shared work as clients see them, and says that it is a preview. Draft plans are included, so you can check a plan before sharing it.

The buttons clients use are shown but turned off: steps cannot be ticked, progress cannot be recorded, and files cannot be uploaded or invoices paid. A preview works while client sign-in is off, and does not sign anyone in. Edit in Magpie (Open in Magpie for a member who can only view) opens the matching part of the portal's page.

While client sign-in is on, a member of the team who opens the portal's address sees the sign-in page clients see, with View as client beside the portal's name.

Every member who can use Client Portal in the team can preview its portals, except a portal Coaching made for one client: only that client's coaches and the team's admins can preview it.

For preview problems, Contact support.