Self-Service Portal

The Self-Service Portal is a dedicated space for your clients to manage all their documents at one place. Using this portal, your clients can provide reviews and share documents with you securely.

Note: This feature is available only in the Premium plan of Zoho Practice. Visit our pricing page to know more about each plan.

Enable Self-Service Portal for your Clients

To invite a client to the self-service portal:

Go to Clients on the left sidebar.
Select the client you want to invite to the portal.
You can invite your clients to the portal in two different ways:
- Click the More icon in the top right corner and select Invite to Portal from the dropdown.(or)
- Navigate to the Profile tab, click the Gear icon near Portal Status below Client Details.
  - In the pop-up that appears, select the clients and contact persons you want to invite to the portal, and click Save.

An email will be sent to your clients from Zoho Practice, inviting them to join the portal.

To access the portal, your client should:

Click Accept Invitation in the email received. They will be redirected to the Sign Up page of the portal.
Enter a password and click Update. They can change this password later.

The screen will now be redirected to the Home page of the self-service portal. This page contains the Account Details and Contact Persons details of your client.

Functions in the Self-Service Portal

There is a list of functions that your clients can perform in the self-service portal:

Send Reviews
Send Email
Handle Client Requests

Send Reviews

Your clients can rate your service and provide reviews. You can view the reviews under the Activity History section of the Overview tab.

To review from the self-service portal, your customer should:

Scroll down the portal and click Review.
In the pop-up that appears, select the rating they’d like to provide under How would you rate our service?.
Enter a Comment and click Submit Review.

You can also request reviews from your clientse. To do so:

Go to Clients on the left sidebar.
Select the client from whom you want a client review.
Go to Profile on the left sidebar.
Under the Client Details section, click Request Review near Client Reviews.

An email will be sent to your client. They should click Click to Rate in the email to provide reviews, or they can also view the request at the top of Account Details section in the self-service portal.

Send Emails

To send an email, your clients should:

Scroll down the portal and click Send Email.
In the Mail To pop-up, enter the Subject of the email and enter the required Message.
Click Send.

You can view the email in your mail application.

Handle Client Requests

You can create a client request so that your clients can communicate with you and send relevant documents through the self-service portal. You can create a client request, allowing your clients to communicate with you and send relevant documents through the self-service portal in Zoho Practice.

When you create a client request, your client will be able to view it in the Incoming Requests tab of the self-service portal. You can view the messages and documents they send you within the Client Requests module in Zoho Practice.

To view the client request, your client should navigate to the Incoming Requests tab and select the request they want to view.

They can view the messages and documents you send them from Zoho Practice.

To send a document, your clients should:

Navigate to the Incoming Requests tab.
Select the client request for which you want to share the document.
Click Upload Document and select the necessary document.
Click Reply.

You can view this document in the Comments section of the Client Requests module.

Handle Sign Requests

Your clients can manage sign requests through the self-service portal. They can view and sign the documents you send.

To view a sign request, your client should:

Navigate to the Incoming Requests tab.
Select the sign request they want to view.
Click Sign Document in the top right corner.
Check the option I confirm that I have read and understood the “Electronic Record and Signature Disclosure” and click Agree and Continue.
Add their signature in the required place.
Click Finish.

The status of the sign request will now change to Request Signed. You can view the document in the Comments section to confirm if your client has signed it.