Free Guide · Family Portal
Onboarding Families to the Magic-Link Portal
Most family-portal failures are communication failures, not tech failures. This guide gives you a 3-touch script (heads-up call, magic-link email, 48-hour follow-up) plus answers to common family concerns.
6 min read
What you'll get
- The 3-touch script (call → email → text follow-up)
- Answers to "is this email legit?" and similar concerns
- How to handle disagreement with a plan during signing
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