Did you know the Xplan Client Portal just got a layout and navigation refresh, featuring a nifty left hand side menu to free up screen space and reduce visual clutter?
Moving the main navigation down to the left-hand side opens up the screen, making it much more natural for clients to navigate their information without extra distraction.
The layout also introduces a few workflow updates:
- Persistent Banners: Action items (like completing a fact find or signing a document) anchor to a banner at the top of the screen so clients won't miss high-priority tasks as they click through pages.
- Grouped Profile Settings: Account management sits neatly under a single dropdown menu next to the client's name.
- Mobile Optimisation: The whole interface scales smoothly to smartphones with a slide-out menu, which is handy when clients are checking updates on the go.
The refreshed portal is available for you to turn on for your end-clients now.
💡 Pro Tip
Because site administrators control the toggle, you can pick a specific rollout date that fits your practice's communication schedule. This gives you time to notify clients or update any internal onboarding guides before switching to the new view.
Read more here: Our refreshed Client Portal
This is just the beginning so be sure to hit "Follow" in the What's new in Xplan Roadmap Hub. 🔔
