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How can we improve the TheraNest web app?

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Preview client portal invitation email

Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.

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Aminda Villamagna shared this idea  ·   ·  Report…  ·  Admin →

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  • Carolyn Henderson commented  ·   ·  Report

    When sending out portal invites and payment receipts, save a copy in contact log. I cannot see what my client is receiving from me.

TheraNest App: Clients & Groups

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