Learn at your pace
Client Portal Tutorials
A little guidance, one step at a time.
Choose your device below. Start with lesson 1 if you are new, or go straight to the topic you need. No account is needed to watch.
For a computer or laptop
Computer / Desktop Tutorials
Five short lessons. Watch them in order or choose a topic.
Watch the full desktop playlist on YouTube-
Sign Up and Sign In
Request an account, follow the approval email and sign in.
Watch on YouTube: Sign Up and Sign In — Desktop -
Portal Basics
Find your way around the portal and its main sections.
Watch on YouTube: Portal Basics — Desktop -
Request Help
Describe what you need and follow the reply in your portal.
Watch on YouTube: Request Help — Desktop -
Appointments
Review your appointment details and request support time.
Watch on YouTube: Appointments — Desktop -
Invoices and Documents
Find the invoices and documents made available to your account.
Watch on YouTube: Invoices and Documents — Desktop
For a phone or tablet
Phone / Tablet Tutorials
Five short lessons. Watch them in order or choose a topic.
Watch the full mobile playlist on YouTube-
Sign Up and Sign In
Request an account, follow the approval email and sign in.
Watch on YouTube: Sign Up and Sign In — Mobile -
Portal Basics
Find your way around the portal and its main sections.
Watch on YouTube: Portal Basics — Mobile -
Request Help
Describe what you need and follow the reply in your portal.
Watch on YouTube: Request Help — Mobile -
Appointments
Review your appointment details and request support time.
Watch on YouTube: Appointments — Mobile -
Invoices and Documents
Find the invoices and documents made available to your account.
Watch on YouTube: Invoices and Documents — Mobile
Would You Rather Talk It Through?
Need help? Call (301) 300-1716. You do not have to create an account to ask for help.
Recorded October 2026. Screens may change as the portal improves. The lessons use demonstration information; submitting a request does not confirm an appointment.