Changing your Client Portal Welcome Video

We provide your clients with a walkthrough video of their Client Portal the first time they sign into their account. You have the option to change this video or disable the welcome video entirely.

Changing the default welcome video

To change the default video provided to your clients, go to Settings & Preferences > Portal Preferences. Currently, we only support YouTube videos.

YouTube allows you to create videos with an Unlisted privacy setting, which will ensure your video does not appear in the main YouTube search. Learn more about changing YouTube video privacy settings.

You will need your YouTube Video ID, which you can find in the URL of your custom video:

Paste this value into the Video ID input field, then hit Save Changes.