How to Add the Client Portal to Your iPhone or iPad

You can add a shortcut to Bisonwood's client portal on your smartphone or tablet. Afterwards, it will function like an app, but since you won't be able to find it in the App Store, just follow these simple instructions. 

These instructions are specific to devices running iOS, such as iPads or iPhones, but the process for any mobile device is similar. Also note, that your Bisonwood representative needs to set up your Client Portal account before you are able to login on either a web or mobile device. For basic instructions on logging in to the client portal, go here

Otherwise, open up the client portal on your iOS device.

Step 1. Open up the Bisonwood website on your phone. If you don't see the Client Login link at the top, click on the icon with the three horizontal lines. 

 Go to the Bisonwood.com website on your mobile device and click on the Client Login button at the top. If the button doesn't appear, click on the icon with the three horizontal lines to open a new menu.

Go to the Bisonwood.com website on your mobile device and click on the Client Login button at the top. If the button doesn't appear, click on the icon with the three horizontal lines to open a new menu.

Step 2. Select the Client Login page from the menu. 

 Click the Client Login button to go to the Client Login page

Click the Client Login button to go to the Client Login page

Step 3. Click the 'Client Portal' button

 Click the Proceed to Client Login button to go to the secure login page, which is hosted by a third-party. 

Click the Proceed to Client Login button to go to the secure login page, which is hosted by a third-party. 

Step 4. On the Client Login prompt screen, you'll may see a note telling you what to do, but either way, click the icon of the box with the arrow point upwards.

 Tap the button with the box and the upward arrow

Tap the button with the box and the upward arrow

Step 5. Click the 'Add to Home Screen' button

 Click the 'Add to Home Screen' button, which is a square with a little plus inside of it. 

Click the 'Add to Home Screen' button, which is a square with a little plus inside of it. 

Step 6. Rename the app to 'Bisonwood'

 Rename the app to 'Bisonwood,' which'll help you find it in the future. 

Rename the app to 'Bisonwood,' which'll help you find it in the future. 

Step 7. Enjoy access to your Bisonwood Client Portal on your mobile device!

 Voila! Now your iPhone or iPad's home screen has a direct link to your client portal.

Voila! Now your iPhone or iPad's home screen has a direct link to your client portal.

Step 8. Bonus step! When you login via your mobile device, you may see a prompt asking if you want to use a numeral code when logging in on a mobile device - as opposed to your traditional password.

This'll help you to login faster than your traditional password.

 When you login for the first time on a mobile device, you can set a passcode with 4 or more digits to login with instead of your traditional password to help you login faster.

When you login for the first time on a mobile device, you can set a passcode with 4 or more digits to login with instead of your traditional password to help you login faster.