The module is added on the Subscription page, the same way as any other add-on.
Click Purchase module on the Client Portal settings banner — or go to your account menu and open the Subscription & Billing page directly (Section 5 — Subscription Management).
Scroll to Select Add-on Modules (Optional).
Find the Client Portal card. It shows the plan you are entitled to, a Monthly / Yearly choice, and the price.
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(Optional) Click Learn more to see the full plan table described in 21.3.
The Client Portal card in Select Add-on Modules. -
Open the plan dropdown if you want a larger plan than your client count requires. Plans below your entitlement cannot be selected.
The plan dropdown listing Free, Tier 1, Tier 2 and Tier 3. -
Choose Monthly or Yearly, then click Click to Add. The card turns green and the button becomes Remove, so you can back out before checking out.
The Client Portal card selected, ready for checkout. -
Click Next in the top right to open Checkout. It lists the module, the plan and client range, and the Total due today.
The Checkout summary for the Free plan. -
Click Pay and Finish. A Congratulations message confirms the purchase and a confirmation email is sent to your account owner address.
The purchase confirmation.
The Client Portal card now shows the plan you are on — Currently on Monthly Plan · Free and Next billing on (date), or during the trial Free trial · Monthly Plan · Tier 1 and Trial ends (date) — first charge then — with Current Module in place of the add button and a Cancel Module link below it.
Note: On the Free plan the total is $0.00, so no payment is taken and no card is required. PSS still creates a normal module subscription with a monthly renewal date — the renewal simply charges nothing while you stay on Free.
Note: Cancel Module does not cut access off immediately. The portal keeps working until the end of the billing period you have already paid for, then switches off.