Client Portal
We know there is a huge amount of information covered during our first meeting and sometimes it can be a bit overwhelming. The intention of the Portal is to improve transparency, communication, and the delivery of information.
How Does It Work?
- We create user accounts for the people you nominate.
- Users then receive a welcome email. This includes a link to the Portal and their username and a temporary password.
- You will need to create a new password the first time you log in.
- Once logged in you can access information regarding the arrangements such as:
- Contacts
- Newspaper Notices
- Estimate of Costs
- Personal Details
- Service Sheet draft
- Slideshow draft
- Music playlist
- Dropbox File Sharing
We hope you find this a helpful and a worthwhile resource.