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Client Portal Login & Actions: Client Side

The Client Portal saves you valuable time by providing clients with a secure and user-friendly platform, where they can:

  • Schedule appointments: Allow clients to book appointments online, reducing back-and-forth communication
  • Track payments: Increase transparency and enhance the client experience by providing real-time access to payment history and invoices
  • Access documents: Simplify sharing essential documents like contracts, agreements, or project updates in a centralized and organized location

Using Your Test Client

To access your demo account:

  1. Open the platform. 
  2. Click Clients.
  3. Click (You as a client).
Learn More: See related articles to learn how you can change contact details, view bookings, change client status etc.

To view your client portal as a client:

  1. Open the platform.
  2. Click Client Portal.
  3. Click View as Demo Client.

See outstanding payments under "Total due", and new documents under "Shared documents". 

From here you can access all bookings, payments and documents. The action buttons offer clients the same options that you set through your Client Portal editor. 

Learn More: See related articles to learn how you can also customize the call-to-actions available to clients when logging into their account, and give your Client Portal a look and feel that matches your branding.

Your Client Portal URL 

To copy your client portal URL:

  1. Open the platform.
  2. Click Client Portal. It is located under "Your Client Portal URL״.
  3. Click Copy.  

To edit the URL ending:

  1. Open the platform.
  2. Click Client Portal.
  3. Click .
  4. Beside the URL, click again.
  5. Enter the URL ending.
  6. Click Done

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