The client portal is a private page for each of your clients. Everything you send them lives there: quotes, contracts, invoices, questionnaires and moodboards. No more “can you send me the PDF again?”: the answer is always “it's in your portal”.

Your clients don't need a password or an account. They open a link from you and they're in. This guide shows you what your clients see, how to send them the link and what they can do there.

What your client sees

Your brand. Your logo at the top left and a cover photo across the top of every page. Choose them in your account menu (your picture at the bottom of the left bar) › Account › Brand: Brand Logo and Portal cover image.
Dashboard — a welcome with their name, what's waiting for them (a contract to sign, a quote to review, an invoice to pay) and the latest news.
Notifications — a message every time you send them something new, with a red number when there's something unread.
All Documents — Contracts, Quotes, Invoices, Questionnaires and Moodboards, from all their projects.
Projects — each of their jobs. A click on a project shows only its documents: handy when the same client books you for the engagement and for the wedding.

At the bottom of the menu the client can switch the portal between English and Italian, and log out.

Only what you've sent appears. Drafts stay with you until you send them.

Send the portal link

The project needs a client with an email address. Then, from the project:

Open the project and press the ··· button at the top of the sheet.
Choose Send portal email.
Check the email: the client's address is already there, with the subject “Client Portal Access” and a message with the link.
Press Send. You'll see Email sent.

The same menu has two more choices:

Copy portal link — copies the link, so you can send it yourself on WhatsApp or anywhere.
Open Client Portal — opens the portal in a new tab, exactly as your client sees it. Use it to check everything before you send the link.

You can also send it from the client's page in Clients, with Send portal link.

Good to know: the link works for 7 days. If your client finds it expired, just send a new one.

Put documents in the portal

A document reaches the portal when you send it. In any quote, contract, invoice, questionnaire or moodboard, press Send to client (or Send for signature on a contract) and choose:

By email — the client gets an email, and the document appears in their portal.
Copy the link — you send the link yourself; the document appears in their portal too.
Add to portal — the document appears in the portal with a notification, without any email.

Each guide explains its document: Quotes, Contracts, Payments, Questionnaires and Moodboards.

What your client can do there

Quotes — read the quote, save it as a PDF with Print / save PDF and accept it with Accept quote.
Contracts — read the contract, fill in the fields you asked for and sign it with Sign.
Invoices — see what's due and when. If you take card payments with Stripe, they pay with Pay now.
Questionnaires — fill them in, and read their answers again afterwards.
Moodboards — look at your boards, zoom in and comment on the photos.

Every time your client does something, like accepting a quote or signing a contract, you see it in the project.

Archived documents

Sent something by mistake, or a document is no longer valid? Archive it, from the document's ··· menu or from its list.

An archived document disappears from the portal, and its link shows “Document no longer available”. It works even for a signed contract, an accepted quote or a paid invoice.
When you archive a project, it disappears from the portal. Tick Also archive the content to remove its documents too; leave it off and the documents stay visible and usable for your client.
When you archive a client, their portal closes and you can't send them a new link.
Changed your mind? Restore the project, or send the document again with Add to portal: it comes back.

Documents in the portal are never deleted: you only archive them.

Good habits

Send the portal link early, with the first quote. Your client gets used to finding everything in one place.
Check it as your client would with Open Client Portal before a big send.
Add a nice cover photo. It makes the portal feel like your studio, not like software.
Use Add to portal for small updates. A notification is enough when an email would be too much.