## Home

A personalizable homepage for your clients that shows major action items introduces your firm.

### **Overview** 
With Client Home, you can create a dynamic homepage for your clients within your portal. Use it to share announcements, introduce your firm, and set expectations for working together. You can personalize the experience using properties and custom fields from Assembly CRM, such as greeting clients by name or displaying client-specific information. You can also create segments to build different versions of your Client Home for specific groups of clients, allowing for a more tailored experience. When _Actions_ are enabled, the Client Home highlights items that require attention, like invoices, contracts, tasks, or forms, with direct links to complete them.

### **App setup** 
1. Go to _App Library_, and click _\+ Add an app_ in the top right corner.
2. Select Client Home in the Client Apps section.
3. After clicking on the app, click on _Install_ in the top-right.
4. Set a title and icon that represent the app, and then click the "Add" button on the top right. We recommend setting up the page before enabling the app for your clients. To enable the app after adding it, click the ellipses on the top right page of the Client Home app and go to "Edit app setup."
5. Go to App Library and drag your Client Home App to the top to ensure this is the first app your clients see when they log into their portal.

### **Setting up your Client Home**
Your initial setup includes a sample layout to help you get started. From there, you can build a dynamic Client Home page tailored to each client by adding text, images, and autofill fields for personalized content. You can also use segments to create different versions of your Client Home for specific groups of clients.

On the left side of the Client Home App, you add content your clients will engage with, while the right side offers tools for deep customization, including the integration of Dynamic Fields and creating Segments.

#### **Segments** 
Segments allow you to create different versions of your Client Home for different types of clients. By default, all clients see the same content. With segments, you can customize the experience based on custom field tags.
You can create up to **5 Client Home variants** per workspace. Each client will only see **one** version of the Client Home based on the rules you set. Page visibility is controlled using tag-based rules tied to your custom fields.

##### Create a Segment 
1. Click _Segments_ on the side of the app
2. Click _Create Segment_
3. Enter a name for your segment
4. Select the tag under _**Show this segment if Tags is**_
5. (Optional) Click _\+ OR_ to include additional tags
6. Click _Create_

##### Edit or Delete a Segment 
1. Click _Segments_ on the side of the app
2. Hover over the segment you want to update
3. Click the menu button ( **...**)
4. Select _Update Segment_ to edit or _Delete Segment_ to remove it

#### Setting up Your Client Home 
To begin, make sure you are in Editor mode by clicking _Editor_ at the top of the page.
If you want to edit a specific segment, use the _Segment_ dropdown found on top to select the segment you'd like to update. Selecting _Default_ means you are editing the version that all clients will see if they are not part of a segment.

##### Adding Content 
There are two ways to add and format content in your Client Home:
- Use the text editor at the top of the page
- Type "/" to open a quick menu with all available options
Both methods give you access to a variety of tools to help you build and organize your content:
- **Heading 1, 2, 3**: Structure your page with clear headings.
- **Text**: Add standard text content
- **Autofill Fields**: Insert dynamic, client-specific information
- **Bullet List, Numbered List**: Organize information in list formats
- **Upload**: Easily add images or files to your page
- **Table**: Create structured data presentations
- **Callout**: Highlight important information with emphasis
- **Divider:** Separate sections for better readability
- **Embed:** Integrate apps such as Calendly or a Google Doc
- **Link:** Insert a link or hyperlink

#### Dynamic fields 
Dynamic fields enhance personalization, automatically displaying client-specific information like names or custom data. These fields draw from your existing client data, ensuring a tailored experience upon each client's login.

**Two Ways to Add Autofill Fields:**
1. Type "/," select "Autofill fields," and choose your field.
2. Click _Dynamic fields_ shown on the right of the client home app, and it will appear on the page.

#### Actions 
Use this setting to control what appears in the _Actions_ section for your clients.
Toggle each item on or off to choose which types of actions your clients can see:
- Invoices
- Forms
- Contracts
- Tasks

Action items reference the customized app names from your workspace, so if you've renamed an app, your clients will see the name you've set rather than the default. When enabled, clients will see items that require their attention within each selected category, such as paying an invoice, signing a contract, completing a task, or submitting a form. Each category displays a count based on the client's outstanding items, giving them a clear view of what needs to be completed.

#### **Style Customization** 
You can personalize your homepage's look with a custom banner and background colors, creating an inviting and branded environment for your clients.
You have two ways to customize your Client Home:
- **Banner Image**: Upload an image that represents your company. To update it, click the banner on the right side of the app and select _Change Banner._
- **Background Color**: Choose a background color that aligns with your brand and enhances the overall look and feel.

#### **Preview Mode** 
Preview Mode allows you to view the Client Home as your client would see it. To preview a specific client's homepage, click _Preview_ at the top of the page, then select a client from the dropdown.

### **Client experience** 
Clients will see a customized, view-only portal with relevant autofill information and assigned actions. This ensures they only see what has been set up for them. If a client belongs to a segment, they will see the corresponding version of the Client Home.
When _Actions_ are enabled, clients can view the number of outstanding items they need to complete, such as invoices to pay, contracts to review, or forms to submit. Each item includes a direct link to the relevant app, making it easy to take action.