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foreign [Music] stock onboarding portal an onboarding portal is a great alternative when you want to provide a self-serve onboarding experience to your website visitors or people online lets see how to set it up click on resources then on client portals from this page click on the new portal blue button and name it for this demo my portal will be called new client intake there are two options available to you you can combine both of them or use one or the other these options are the URL or the HTML code you can share the URL displayed on this page with someone where you can add it behind a website or social media button the HTML code is what youll use to embed your portal in your web pages if you prefer this option copy the code and send it to your developer as soon as youre done setting up your portal Im going to copy and paste now my URL in the browser to see how its going to look like before you use this portal link with real people make sure that everything is correctly set u
