OPTION 1 #
Subject: Activate Your Client Portal
Dear [Client’s Name],
Great news! Your signed services agreement has been approved, and your personalized client portal is ready for activation.
To get started:
- Click the link to accept your portal invite: [Click here to accept your portal invite].
- Log in to your portal and go to the upper right corner to select “Manage Payment.”
- Enter your payment information (you can choose between credit card or ACH).
Once you’ve completed these steps, you’ll be all set for service!
Your portal allows you to view proposals, invoices, update payment info, and request additional services.
If you have any questions or need help, feel free to contact our support team at 412.835.1035 or email info@dreamgreener.com.
Thank you for choosing Dream Greener. We look forward to serving you!
Best regards,
[Your Name]
[Your Position]
Option 2 #
Dear [Client’s Name],
We’re excited to let you know that your client portal is ready! To get started, please click the link to accept your portal invite.
Once inside, please log in and enter your payment information by clicking “Manage Payment” in the upper right corner. You can choose to pay by credit card or ACH (electronic checking).
Your portal allows you to view proposals and invoices, update payment details, and request additional services.
If you need any help, our support team is here for you. Call us at 412.835.1035 or email info@dreamgreener.com.
Thank you for choosing Dream Greener. We look forward to serving you!
Warm regards,
[Your Name]
Dream Greener
