A Guide reaches the client when it is visible for that household and the client has portal access. There is no separate publish or send button, and enabling a Guide does not email or notify the client.
Enable a Guide for one client
Open the client and select Guides.
Open the Guide selector at the top of the page.
Find the Guide you want to deliver.
Select Show [Guide name] to the client.
If it should open first in portal Overview, select Make [Guide name] the client default.
Confirm the row now offers Hide [Guide name] from the client and, when applicable, shows Client default.
Close the selector and review the Guide in display mode.
The visibility and default changes save immediately. Setting a Guide as the default also makes it visible. Hiding the current default through this selector clears that default.
When you use Save for this client only in the client Guide editor, Kerdora creates a standalone Guide and makes it visible immediately. It does not make the new Guide the Client default, so complete step 5 when it should open first.
The client's Plan Setup Guide step also lets you review one-client visibility and default choices.
Enable a practice template for several households
Open Templates from the practice navigation.
On Guides, find the practice template.
Select Assign, or Manage when assignments already exist.
Under Existing clients, choose the households that should receive it.
Select Automatically include for new clients when future households should receive it.
Select Save assignments.
Open an affected client and verify visibility and default selection in the Guide selector.
Assignment makes the template visible; it does not make it a household's default Guide.
Preview what the client receives
Visible Guide content appears in portal Overview. The client can read the current layout and data but cannot edit the Guide structure.
Before delivery, confirm:
the intended Guide is visible and, when appropriate, the Client default;
component scopes and scenarios are correct;
client-facing text contains no internal notes;
visible Changes use language the client can recognize and complete; and
client-assigned Tasks have clear owners and due dates.
Clients can mark a visible Change complete directly in a Guide. A Task displayed in a Guide is read-only; the client completes Tasks from My Tasks.
Give the client portal access
Manage each adult's access in Profile → Household or the Invite clients step in Plan Setup.
Choose the applicable onboarding route.
Select Copy Invite Link for that person.
Send the personal link through your normal communication channel.
Kerdora copies the link; it does not send the invitation for you. Guide visibility also does not send a notification, so tell the client when the Guide is ready or review it during a meeting.
Kerdora does not currently provide a dependable per-Guide viewed receipt. Follow up directly when acknowledgement matters.