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The Client Portal gives your clients a private, branded web interface where they can view their invoices, sign documents, access shared files, and communicate with your team — all without needing to log in to your internal platform.

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What clients can do in the portal

  • View and pay outstanding invoices
  • Sign proposals, contracts, and documents
  • Download completed documents
  • Access shared files and resources
  • View their contact information and update it
  • Communicate via the embedded chat widget (if enabled)

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Setting up the client portal

1

Navigate to Sites > Client Portal

Click Sites in the left sidebar, then select Client Portal. Click Configure Portal.
2

Customize branding

Upload your logo and set the portal color scheme to match your brand. The portal URL can be mapped to a custom subdomain (e.g. portal.yourbusiness.com).
3

Configure portal sections

Enable or disable the sections you want clients to see:
  • Invoices — view and pay invoices
  • Documents — view and sign contracts and proposals
  • Appointments — see upcoming scheduled appointments
  • Communications — view message history
4

Set up custom domain

In Settings > Domains, connect a subdomain (e.g. portal.yourbusiness.com) and assign it to the Client Portal. This gives clients a professional, branded access point.
5

Enable client access

Send clients their portal login credentials. Clients log in using the email address on their contact record. They receive a magic-link login email or can set a password.

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Sending portal invitations

To invite a client to the portal:
  1. Go to the client’s Contact record.
  2. Click the Send Portal Invite button (or the equivalent action in the Actions menu).
  3. The client receives an email with a link to access their portal.

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Client portal and documents

When you send a document (contract, proposal, or estimate) to a client:
  • The document appears in the client’s portal under the Documents section.
  • The client can review and sign the document directly in the portal.
  • When signed, the document status updates in your Payments > Documents & Contracts section and can trigger an automation (e.g. start onboarding sequence).

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Client portal and invoices

Outstanding invoices appear in the portal. Clients can:
  • View the invoice details
  • Click Pay Now to complete payment via the configured payment method
  • Download a PDF copy of the invoice
The client portal is a view-only interface for clients. Clients cannot edit or delete anything in your platform. They can only view data that is explicitly shared with them.
Use the client portal link in your onboarding email automation. Send it immediately after a new client signs their contract so they know where to find their invoices and documents from day one.
Last modified on March 4, 2026