Client portal
What your customers see when they sign in, and how their accounts work.
What your customers see in their portal
A tour of the client portal: the countdown, their booking, contract, payments, invoices and planning, all with your logo and colours.
Customer accounts and portal logins
When customers are invited to the portal, how they set a password, and what to do when someone can't get in.
Previewing the portal as a customer
Open the client portal yourself to check your branding, without seeing or changing any customer's information.
Exporting or anonymising a customer’s data
Answer a customer's request for a copy of their data, or for their details to be removed, while keeping the financial records you must hold on to.
Still stuck?
Tell us what you are trying to do and we will point you in the right direction.