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Line drawing for the Clients topic

Giving a client a sign-in code and reading their portal activity

Read out a sign-in code and review portal activity and agreed wording.

Who this is for: Scheduler

Generate a sign-in code

  1. Open Client portal on the client's chart. For a client with portal access, select Generate pin code.
    The Client portal tab of a client's chart with an arrow pointing at the Generate pin code button.
  2. Read the code under Pin code to read out to the client, following the expiry shown.
    The Client portal tab with a pin code shown and an arrow pointing at Pin code to read out.

Read portal activity

  1. Find Recent portal activity to read the client's recent portal actions and when they occurred.
    The Client portal tab of a client's chart with an arrow pointing at the Recent portal activity section.

Read the agreed wording

  1. Find What they agreed to and open The wording in full.
    The Client portal tab with an arrow pointing at The wording in full.
  2. Read the wording here. To change the practice's own portal settings, see Setting up the client portal.

Last checked against Weft on 31 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.