Client Portal
Cut down on time-stealing phone calls. Create a secure place for clients to access key information and complete important documents.
No items found.
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 our Premier Package.
What are you waiting for?
Succeed More. Do Less.
Start now. 7-day Free Trial. No credit card required.