Client Portal
Cut down on time-stealing phone calls. Create a secure place for clients to access key information and complete important documents.
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Through the Client Portal, clients will be able to access their important documents, event details, and even a custom message from you.
- Documents: Clients will be able to access and complete Quote, Contracts, Invoices, and Questionnaires.
- Event Details: Clients will be able to see the date, time, and location for all events.
- My Information: Clients will be able to see and edit their personal information so you have all the right details even if there is a change.
Can Client Portals be password protected?
Yes, you can set passwords for each Client Portal.
Can I choose which Documents to share in Client Portals?
Yes, you can turn options on or off for Quotes, Contracts, Invoices, and Questionnaires.
Can I share a message or text with my clients via the Client Portal?
Yes, you have a space, called the Welcome Message, to include text, links, and/or images.
Client Portal is available in Level 3.
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