Spotlight pins one item to the top of a client's portal, so they know where to start.

Set the Spotlight

  1. Open Clients, open the client, then click Portal controls. The Spotlight card sits between the Client portal card and the Access card.
  2. Switch Spotlight on. The card opens with the items you can feature, grouped as Documents, Invoices, Contracts and Book a time (the sessions this client can book). Only items the client can already see in their portal are listed. Invoices and contracts appear there once you show them under Billing & contracts.
  3. Pick the item you want the client to notice first. It appears at the top of the client's portal. Spotlight has one slot, so choosing another item replaces the current one.

Clear the Spotlight

Click Clear to remove the pick, or switch Spotlight off. The portal then opens on its usual sections. If you hide or remove the featured item from the portal, it stops showing in Spotlight too.