LC
Your verification code is:
482 913This code expires in 10 minutes.One page where each client pays and signs.
Every client gets one link to their own page. They sign in with an email code and see what needs them: invoices to pay, proposals to review and contracts to sign.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
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- One private page per client, opened with a 6-digit email code.
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- Action items for invoices, proposals, contracts and change orders.
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- Your logo, brand color and layout, with sections you choose.
What is client portal software?
Client portal software gives each customer a private place to see and act on the work you share with them. In Workspace369 every client gets their own branded portal: they sign in with an email code, pay invoices, review proposals, sign contracts, approve change orders and follow shared projects, with only the sections you choose.
Product reference
Reviewed October 21, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the client and CRM documentationWatch · 1:02
Share a client portal in Workspace369
Share a client portal in Workspace369: one private page where each client signs in with an email code and sees their appointments, invoices and proposals.
Read the transcript and chapter guide →Recorded in a demonstration workspace. Check current plans and settings for availability.
One private page per client.
Each client gets their own portal link. You decide who can sign in, what it shows and how it looks, and the client sees only their own work.
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Choose who can sign in
The client's emails and contact people sign in with a 6-digit email code, never a password. Add more people, share with the whole company, or regenerate the link. Link expiry is on Specialist and up.
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Pick what it shows
Action items, projects, boards, events, invoices, proposals, change orders, contracts and the retainer. Drag them into order; a hidden section is never sent to the client.
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Preview before you share
See the sign-in screen and the code email with sample data before anything reaches the client.
No passwords. A code by email.
The client types their email, gets a 6-digit code, and they are in. Nothing in the portal shows until they verify.
- Only the right people
- The client's emails, its contact people and the people you add.
- Codes expire
- Each code works for 10 minutes.
- Your brand on it
- Your logo and color on the sign-in screen and the code email.
Pick a layout and a brand color.
The portal follows your choices. The check under the colors is the one the app shows, so you know clients can read your buttons.
- Three page layouts
- Your logo and brand color
- A readability check on every color
Page layout
Brand colorReadable on buttons · 9.5:1
Sample portal. The check measures button text against the color, white or near-black, whichever reads better.
Client Portal questions
What can clients see in the portal?
The sections you turn on: action items, projects, boards, events, invoices, proposals, change orders, contracts and their retainer. A hidden section is never sent to the client.
How do clients sign in?
With a 6-digit code sent to their email. There is no password. Only the client's emails, its contact people and the people you add can sign in, and nothing shows until they verify.
Are public invoice links the same as the client portal?
No. A public invoice link lets the client view and pay that one invoice without signing in. The client portal is a private page for each client that brings their invoices, proposals, contracts and projects together. Both are on every plan, and portal visitors are not team members, so they do not use a seat.
Can I brand the portal?
Yes. Choose a single column, two columns or tabs, add your logo and brand color, and preview the sign-in screen and code email before you share.
Which plan includes the client portal?
Every plan includes the client portal, public invoice and proposal links, client-scoped access and branding. Share-link expiry is on higher plans, shown on the pricing page.
Recent updates
All release notes- Clients can pick their team member when booking, and the client portal is easier to styleOnline booking can ask clients which team member they want, with each person's own service length, and the client portal gets a preview and brand color controls.
- Client portals in your brand, and a private portal for each clientClient portals carry your logo and colors, let you choose the sections and layout, and every client can now have a private portal of their own.
Share a portal with your next client.
Start free and bring this workflow into the rest of your workspace.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.