Navigate to https://hello.dubsado.com/dashboard

(Optional) I recommend that you click the "Hide welcome message" field so you can include your own welcome message on your graphics. You can also use the Portal Projects Label Override to change the word projects to something more relevant to your clients/business.

(Optional) I recommend that you click the "Hide logo in your portals" field so you can put your logo in the graphic and control where and how it appears.

Click Upload and upload your desktop client portal graphic.

Click the Upload button under Portal Mobile Device Banner and upload your Client Portal Mobile graphic.

Customize the Portal Banner Color, Portal Banner Font Color, Portal Summary Header Color, and Portal Summary Header Font Color to make sense with your graphics. If your graphics are light, choose dark font colors. If they're dark, choose light font colors. Note: The Portal Banner color won't show unless your graphic doesn't load.) 

https://hello.dubsado.com:443/public/client/portal/6307cf680091c59cbea1d25b

Navigate to https://hello.dubsado.com/settings/portal

Preview your client portal by clicking "Projects"

Click the drop-down next to Portal (you may have to click activate first.) Note the client email address.
Click "View"

Click the drop-down next to Portal (you may have to click activate first.) Note the client email address.

Click the "Email" field and enter the client's email address.
Type "amy@amysgould.com [[enter]]"

Click the "Email" field and enter the client's email address.

View your client portal in both desktop and mobile view. (You'll have to follow these steps on your phone for mobile view.) Make any necessary changes to design and color settings using the steps above and review the changes until you're happy with the look of your client portal.

How to Setup Your Dubsado Client Portal