CONTENT HUB > Canopy Features and News >
Aug 28, 2019 1 min read

Feature Update: Improved Client Portal Functionality

Check out these two new things you can do with Canopy's client portal.

Feature Update: Improved Client Portal Functionality

Canopy’s client portal (one of our most popular features) has recently been updated to be even more efficient and functional. Here are two new things you can do with the client portal:

Invite clients via Mobile

The first update is an update to both the client portal and the Mobile app. You’ll now be able to invite clients to the client portal through the Mobile app, not just on your computer.

Save payment information

Your clients will have the option to save their payment information in their client portal for future payments. Additionally, they’ll be able to choose a default payment method and give accounts a nickname. The easier it is for your clients to pay you, the faster you’ll get paid.

If you’re looking to learn more about how Canopy can help with client management, you can sign up for a personalized demo




Get Our Latest Updates and News by Subscribing.

Join our email list for offers, and industry leading articles and content.