Video tutorial 24 of 24
How to Share a Client Portal in Workspace369
How the client portal works in Workspace369: one private page where each client sees what you share with them. Open a client's profile and click Client portal. The link is private: only this client's emails, and people you add, can sign in. Copy the link and send it to your client. When they open it, they sign in with a code sent to their email. Then they see everything in one place: what needs their attention, like a proposal to review, their upcoming appointments, which they can add to their own calendar, their invoices, with what's outstanding and what's overdue, and their proposals and contracts.
What you'll learn
- Where to find Client portal: open a client's profile and click it
- Who can sign in: the link is private, so only this client's emails, and people you add, can sign in
- How to copy the link and send it to your client
- How your client signs in, with a code sent to their email
- What your client sees first: what needs their attention, like a proposal to review, and their upcoming appointments, which they can add to their own calendar
- How the portal shows their invoices, with what's outstanding and what's overdue, and their proposals and contracts
FAQ
Common questions
What is the client portal in Workspace369?
It's one private page where each client sees what you share with them: what needs their attention, their upcoming appointments, their invoices, and their proposals and contracts.
How do I share a client portal?
Open the client's profile and click Client portal. Copy the link, and send it to your client.
Who can sign in to a client's portal?
The link is private. Only this client's emails, and people you add, can sign in, with a code sent to their email.
How do clients sign in to the portal?
When they open the link, they type their email and click Send verification code. Then they sign in with the code sent to their email.
What do clients see in the portal?
Everything in one place. Action items show what needs their attention, like a proposal to review. Events lists their upcoming appointments, which they can add to their own calendar. Invoices shows what's outstanding and what's overdue. Then come their proposals and contracts.
Full transcript
Welcome back. In this video, we'll look at your client portal: one private page where each client sees what you share with them.
Open a client's profile, and click Client portal. The link is private. Only this client's emails, and people you add, can sign in. Copy the link, and send it to your client.
When they open it, they sign in with a code sent to their email.
Then they see everything in one place, starting with what needs their attention, like a proposal to review. Their upcoming appointments, which they can add to their own calendar. Their invoices, with what's outstanding and what's overdue. And their proposals and contracts, all on one private page. And that's your client portal. In the next video, we'll run your business from your iPhone.
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