Client Details

The Client Details screen shows a single client's full profile, their client-portal registration status, and lets you send them a password reset for the client portal.

Accessing Client Details

In the sidebar, click Clients → List, then click Details on any client's row.

Details Panel

Shows the client's name, Client ID, address, email, and telephone. Click the pencil icon to go to Client Add/Edit and update these values.

Portal Registration

Below the contact details, the Portal Registration panel shows any client-portal registration(s) linked to this client:

• If none exist, it reads "Not registered for the client portal yet."
• Each linked registration shows its email, a status badge (Validated or Pending), phone number if provided, and the date registered.

This mirrors the same registration data found on the Client Registrations screen, shown here in the context of one specific client.

Resetting the Client's Portal Password

The Reset Password button sends the client a new temporary password by email, for logging into the client portal:

• The button is only enabled if the client has at least one Validated registration — if not, it's disabled with a tooltip explaining there's no confirmed login to reset yet.
• Clicking it asks for confirmation, naming the client and the email address the temporary password will be sent to.
• The temporary password expires in 48 hours, and the client will be required to set a new password the next time they sign in.

Reset Password is disabled

This means the client doesn't yet have a Validated registration for the client portal. Check the Client Registrations screen — if they've registered but aren't validated yet, that needs to happen first.