What is the consent portal?
In WriteUpp we're trying to make it as easy and secure as possible to interact with your clients. To do this we are using the concept of a portal.
At this stage our portal is fairly rudimentary and its used for just two things:
Gaining consent via email
Payment of invoices (via Stripe)
In both of these scenarios it relies upon a unique link that is either embedded into an email that you send to your client or embedded into your invoice. The user clicks on this link which then takes them through to the portal where they can complete the required action, such as providing consent or paying your invoice.
Once they have completed the action we automatically update the client's record in WriteUpp.
So, if your client provides consent via the portal their record in WriteUpp will automatically show that they have consented and if they pay their invoice via the portal their invoice will automatically be marked as "paid".
This approach is obviously very convenient for your clients but it also allows you to automate what can be time-consuming tasks.
Here's an example of what the consent portal looks like:
You can find out more on creating consent forms and how to gain consent from your clients in these articles:
How do I create a consent form?
How do I get consent via email?
How do I get consent in person?
At this stage our portal is fairly rudimentary and its used for just two things:
Gaining consent via email
Payment of invoices (via Stripe)
In both of these scenarios it relies upon a unique link that is either embedded into an email that you send to your client or embedded into your invoice. The user clicks on this link which then takes them through to the portal where they can complete the required action, such as providing consent or paying your invoice.
Once they have completed the action we automatically update the client's record in WriteUpp.
So, if your client provides consent via the portal their record in WriteUpp will automatically show that they have consented and if they pay their invoice via the portal their invoice will automatically be marked as "paid".
This approach is obviously very convenient for your clients but it also allows you to automate what can be time-consuming tasks.
Here's an example of what the consent portal looks like:
You can find out more on creating consent forms and how to gain consent from your clients in these articles:
How do I create a consent form?
How do I get consent via email?
How do I get consent in person?
Updated on: 29/07/2022
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