To deliver a Guide to a client, you make it visible on their Client Portal. There's no "publish" or "send" button — you just toggle the Guide's visibility, and it shows up the next time the client logs in. If the client already has portal access, they'll see it immediately.
How to Make a Guide Visible
Go to the client's Overview page (this is where all their Guides live)
Find the Guide you want to deliver
Toggle the visibility setting so it's enabled for the client
That's it — the Guide is now live on the client's portal
When visibility is turned on, the Guide appears in the client's portal view. When it's off, the client can't see it. You can toggle visibility on and off at any time, so you can work on a Guide privately and only make it visible when you're ready.
What the Client Sees
When a client logs into the Client Portal, Guides are the primary thing they see. Each visible Guide shows up as a page the client can click into and read through. They'll see the same layout you built — the pages, components, and content — styled with your firm's branding (logo and colors).
Clients can view the Guide but can't edit it. If you update the Guide after delivering it, the client sees the updated version the next time they open it. There's no versioning — they always see the current state.
The Client Needs Portal Access First
Before a client can see any Guide, they need to be invited to the Client Portal. If you haven't done that yet:
Go to the client's Profile tab
Click Household
Click on the person you want to invite
Use the invite option to send them a portal invitation
The client will receive an email with a link to create their account. Once they log in, they'll see any Guides you've made visible.
Making a Guide visible doesn't send an email or notification to the client. If you want the client to know a new Guide is ready, you'll need to let them know directly — via email, a message, or during a meeting.
Can I See If a Client Has Viewed Their Guide?
Kerdora doesn't currently track whether a client has opened or viewed a specific Guide. If you need confirmation that a client has reviewed their Guide, the best approach is to follow up with them directly.
Tips for Delivering Guides
Build first, make visible later. Keep visibility off while you're still working on a Guide. Toggle it on only when you're ready for the client to see it.
Use it in meetings. Many advisors walk through the Guide with the client during a meeting, then leave it visible so the client can refer back to it on their own.
Multiple Guides are fine. You can have several Guides visible for the same client — for example, an initial planning Guide and an annual review Guide. Each one shows up separately in the portal.