1
Set up your business
- Create a business (Your Business), then add the interpreters who will serve your clients under Team & Interpreters.
- An organization login does not create a portal on its own. The portal is built from a business.
2
Build and submit the portal
- Choose Build your branded portal, set the brand, pages, and languages, then submit it for review.
- Remoto approves the portal and sets its web address. It is public only when both the portal and the business are approved.
3
Choose how requests are answered
- On Portal Settings, pick interpreter sourcing: your roster, the Remoto network, or both. Decide whether clients choose an interpreter or you assign one.
- Set recording, call reference, and who can open the portal.
4
Add your clients
- Under Portal Clients, add each client, set a price per language pair, and choose who pays: the client’s card, your agency, or pro bono.
- Send the client their login or private link, with the short instructions from What to tell your client.
5
Test, then bill
- Use Test calls on a client to place a real call at no charge from the allowance Remoto granted you.
- Issue client invoices from Invoices. Nothing is sent automatically. Remoto settles its own side with you separately.
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