Q: Which Smokeball product tiers have access to the Client Portal?
A: Boost, Grow, and Prosper+ users can all use the Client Portal.
Q: What types of files can I share on the Communicate Client Portal?
A: DOC and DOCX (Word files), PDF, JPEG, IMG, TXT, and MP4 files.
Q: Is there a file size limit for files I send on the Communicate Client Portal?
A: Communicate does not have a maximum file size limit when you send a file to other staff or to a third party.
Q: Is there a limit to the size of the files someone can send back to my firm via the Communicate Client Portal?
A: 100 MB via the web. They may be able to exceed this limit via the mobile app, but it will depend on their mobile carrier.
Q: What is the number of files I can send via the Communicate Client Portal?
A: You can send 130 files per message. If you need to send more than 130 files, you will need to send multiple messages.
Q: Can I send or receive documents via SMS?
A: You cannot send documents via SMS. Clients cannot send documents via SMS, but they can if they use the link included in your firm's SMS message to them.
Q: Can I send an SMS message to a client who does not have an email address?
A: No. However, you can use a fake placeholder email for them instead (e.g., email@example.com).
Q: Can I invite outside parties to calendar events?
A: Yes. Learn how to invite parties to an event through the Client Portal.