Client Portal: Give Your Clients VIP Access

A Private Space for Your Clients

The Client Portal gives your clients their own dashboard to view invoices, sign contracts, download files, and message you directly—all without needing to create an account.

What Clients Can Do

View Financial Documents

• See all invoices with payment status
• Pay outstanding balances
• Download receipts
• View quotes and accept/decline them

Sign Contracts

• Review contract terms
• Sign electronically
• Download signed copies

Access Files (NEW)

• View documents you've shared
• Download files securely
• Organized by date

Message You Directly (NEW)

• Real-time chat interface
• No email back-and-forth
• Message history preserved

The Magic Link Experience

No passwords to remember. Clients simply:

1. Visit your portal link
2. Enter their email
3. Click the magic link in their inbox
4. Instant access to their dashboard

Customization Options (NEW)

Make the portal yours:

• Custom welcome message
• Brand colors that match your style
• Your logo in the header
• Choose which features to enable

Setting It Up

1. Go to Settings → Client Portal
2. Customize your branding
3. Enable the features you want
4. Add the Client Portal block to your bio
5. Your clients can start logging in!

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Give your clients the premium experience they deserve.