The Client Portal is your client’s central hub for interacting with your business and accessing their information and account activity in a secure and organized manner.
When your clients self-serve using your Client Portal, you save a lot of admin time spent sending emails, reminders, confirmations, and so on.
In this article, you’ll learn about the Client Portal experience from your client’s side so you can make sure your clients enjoy a seamless experience tailored to your business needs.
Creating a test client
Before you can log into the client portal, you will need to be an existing client in your CRM.
For testing purposes, you can easily add a test client account by going to Clients > New Client.
Your client portal URL
You will find your client portal URL under Online Presence > Client Portal, as shown here:
Log in as a client
Now that you are a client, you can log in to your very own private client portal!
Logging in is simple: all you need is your email address, and a verification login code will be sent to you.
To log in to the Client Portal follow these steps:
Step 1: Copy the client portal URL (see above), and paste it into the address bar of your browser to visit your client portal.
Step 2: Click My Account to be prompted to log in. See below: Step 3: Enter the email address you used to create the Creating a test client section above.
Step 4: If your test client also has a phone number listed, you will receive your verification code by SMS. Otherwise, check your email for your code.
Step 5: Enter the code and click Submit.
View and track personal account activity
Once logged into the client portal, you will be able to view and manage all your account activity from the dashboard. See below:
See outstanding payments under Total due, and new documents under Shared documents at a glance. You can also access your bookings to find out what’s coming up next on your schedule.
The action buttons on the right-hand side offer your clients the same options that you made available through your Client Portal editor. The envelope icon gives them access to their messenger - a direct line to your business.
Take action online
The client portal dashboard is divided into 2 main sections:
1. The left sidebar: Here, clients can view their notifications, bookings, payments and documents.
2. The right sidebar: Here clients can take action with your business using the call-to-actions you’ve made available.
There are 4 call-to-actions that clients can take from their personal client portal account:
This is where your clients will find all things booking and appointment-related.
Click Bookings to view all upcoming bookings, your appointment history and the current status of any pending booking requests.
The client portal gives your clients a convenient way to make payments and keep track of their transactions.
Click on Payments to view and pay off outstanding invoices and pending payments.
Any documents you have shared with a client can be accessed and downloaded from the Documents section of the client portal.
4. Contact the business
Clients can contact the business directly by clicking on the envelope icon on the top right-hand side of the dashboard or from right-hand sidebar menu.
To learn how to give your Client Portal a look and feel that fits your business branding, visit the Business Details, Contact Info & Branding article.