The Client Portal - Your Most Powerful Booking Management Tool!
Follow the video below to learn how to design your client portal.
To easily create images for your client portal, use our Client Portal Image tools Here.
Learn how to configure and activate the Client Portal to provide your customers with a secure way to manage their documents and communications. This guide covers the initial setup steps and essential settings within the platform.
How do I begin the Client Portal setup?
To get started with the Client Portal, you need to navigate to the main settings menu. Click on the 'Settings' gear icon in the top right-hand corner of your dashboard. From there, select 'Client Portal' from the sidebar menu to access the configuration page.
💡 Action Steps
Click the Settings gear icon
Select Client Portal from the sidebar
What are the basic portal settings?
Once you are in the Client Portal settings, you can toggle the 'Enable Portal' switch to the 'On' position. This is the master switch that allows your clients to access their unique login pages and view their shared information.
💡 Action Steps
Toggle the Enable Portal switch to On
How do I customize the portal URL?
You can customize the subdomain that your clients use to access the portal. Go to the 'Portal URL' field and type in your preferred name, such as your business name. This creates a professional, branded link that you can share directly with your customers.
💡 Action Steps
Locate the Portal URL field
Enter your business name or preferred subdomain
How do I upload a business logo to the portal?
To ensure your branding is consistent, go to the 'Branding' section. Click the 'Upload Logo' button and select your file from your computer. This logo will appear at the top of the login screen and within the portal header for your clients.
💡 Action Steps
Click the Upload Logo button
Select your logo file from your computer
What permissions can I set for clients?
Under the 'Client Permissions' tab, you can decide exactly what your clients are allowed to see and do. You can check individual boxes to allow clients to view invoices, download tax documents, or upload their own files directly to the portal.
💡 Action Steps
Navigate to the Client Permissions tab
Check or uncheck permissions like 'View Invoices' and 'Upload Files'
How do I configure email notifications?
You will want to manage how you and your clients are notified of activity. Go to 'Notification Settings' and choose which actions trigger an email. You can set it so that you receive an alert whenever a client uploads a document or signs a form.
💡 Action Steps
Select Notification Settings
Enable or disable specific email triggers
How do I invite a client to the portal?
To invite a specific customer, go to your 'Clients' list and select the individual profile. Click the 'Manage Portal' button and then click 'Send Invite'. This will trigger an automated email to the client with their unique login details.
💡 Action Steps
Go to the Clients list
Select a client profile
Click Manage Portal
Click Send Invite
How do I preview the client experience?
If you want to see what your clients see, click the 'Preview as Client' button at the top of the portal setup page. This opens a dummy view of the portal so you can verify that your logo, colors, and permissions are correctly applied before going live.
💡 Action Steps
Click the Preview as Client button
How do I save my portal configuration?
After you have customized all your settings, permissions, and branding, make sure to scroll to the bottom of the page. Click the 'Save Changes' button to apply all of your updates to the live Client Portal.
💡 Action Steps
Scroll to the bottom of the page
Click Save Changes