- You can create a client profile yourself.
- To get started, select ‘Clients’ in the left sidebar menu or click the link Clients.
- To add a new client, click ‘Add Client’ button in the top left corner or click the link Add Client.
![Graphical user interface, application
Description automatically generated](https://help.doxford.net/wp-content/uploads/2020/11/client_portal_add_a_client-1024x441.png)
Note: you may send an email notification to your client that their Doxford account has been created (Send Welcome E-Mail button).
![](https://help.doxford.net/wp-content/uploads/2021/01/photo_2021-01-21-17.35.01-1024x340.jpeg)
![Graphical user interface, text, application
Description automatically generated](https://help.doxford.net/wp-content/uploads/2020/11/client_portal_email_to_client-1024x1008.png)
- Clients can also register on their own.
- To do that, they need to click the ‘Sign Up’ button on your Doxford webpage.
![Graphical user interface, application
Description automatically generated](https://help.doxford.net/wp-content/uploads/2020/11/client_portal_client_sign_up-1024x740.png)
- To get to your webpage, select ‘Settings’ – ‘Website’ in the left sidebar menu, then click the ‘SEO’ tab.
![Graphical user interface, application, Teams
Description automatically generated](https://help.doxford.net/wp-content/uploads/2020/11/client_portal_seo-1024x586.png)
- You (as well as your clients) can always change their password (in case they forgot it, for example) in the client’s profile.
- To do that, click on the ‘Edit’ icon on the right side of a client.
![](https://help.doxford.net/wp-content/uploads/2020/11/client_portal_edit_client-1024x447.png)
- Once you get to the profile, select the ‘Login Details’ tab and change the password.
![Graphical user interface, application
Description automatically generated](https://help.doxford.net/wp-content/uploads/2020/11/client_portal_change_password-1-1024x451.png)
- You can add your personalised Terms of Service for clients to e-sign.
- To do that, first go to ‘Settings’ – ‘General’ in the left sidebar menu and select the ‘Clients’ tab. You can add default Terms of Service in the field there which will apply to your clients automatically.
![Graphical user interface, text, application, email
Description automatically generated](https://help.doxford.net/wp-content/uploads/2020/11/add_a_client_terms_of_service_settings-1024x692.png)
- Once you create a new customer, Terms of Service will automatically apply. To attach them to your ‘old’ clients, click on the ‘Edit’ icon on the right side of a client (in the Clients list). Terms of Service will already be there, you just need to save them.
![Graphical user interface, text, application, email
Description automatically generated](https://help.doxford.net/wp-content/uploads/2020/11/add_a_client_terms_of_service_client-1024x705.png)
- Once a client sign Terms of Service, the signature will appear in your account, too.
![Graphical user interface, text, application
Description automatically generated](https://help.doxford.net/wp-content/uploads/2020/11/add_a_client_terms_of_service_signature-1024x776.png)