What clients see
The portal is one page, in your branding, that shows your client where their project stands and what you need from them. Here is what is on it, from top to bottom.
How to see it yourself
- On the project's Client portal tab, create or regenerate the link and click Copy.
- Open the link in a private browser window, so you see it exactly as a stranger would.
- Look, but take care: anything you approve or submit in the portal is recorded as if the client did it.
Your branding
The portal uses your business's logo and the colours you chose for your booking page. The page is headed with the project name and "Project portal". It is hidden from search engines.
The sections
Each section appears only when it has something in it, so a new project's portal can be quite short.
| Section | What it shows |
|---|---|
| Welcome message | The message you wrote in the portal settings. |
| Where things stand | A short AI-written status summary, if switched on and AI is configured. |
| Needs your attention | Deliverables that are Ready for review, each with an Approve form, and your open requests, each with a way to answer. |
| Timeline | Every milestone, with its due date and status. |
| Scope | What's included and what's not included. |
| Deliverables | Deliverables that are Approved or Delivered, with their files to download. |
| Updates | The last 20 client updates you sent for this project, newest first. |
| More | A Book a call button, open Invoices with a Pay button, and open Support tickets, each if switched on. |
Deliverables still In progress are not shown, and neither are requests that have been fulfilled.
The "More" section
Book a call links to your public booking page. It only appears if your business has a booking page address.
Invoices lists the client's open invoices with the amount still owed and Open or Overdue. Pay takes them to the same secure pay link you emailed. Invoices are matched by the project's client contact, so all of that client's open invoices show, not only ones for this project.
Support tickets lists up to 10 of the client's tickets that are not resolved or closed. Each links to your public support page.
What the client cannot do
The portal is read-only apart from approving deliverables and answering requests. Clients cannot edit milestones, scope or tasks, and they never see your internal notes, budgets, hours or tasks.
Still stuck?
Can't find what you're looking for? Send us a message and we'll reply by email.