Give clients their own portal

Sales & money

Give clients their own portal

Give each client a private page to upload documents, sign, pay, message you and see their progress.

Where to find it: Settings → Client portal, and a lead → Portal tab For everyone 5 min

Before you start

An owner or admin has turned on the Client portal.

The steps at a glance

Step 1 of 4

Tap Settings in the menu, then tap Client portal in the "Jump to a section" row (or scroll down to the Client portal box).
Turn on Client portal on. Under What clients can see, tick the parts you want. Tap Save changes.
Open the lead, tap Portal, then Email invite (or Get link to send by WhatsApp).
Under Documents we need, type what you need (e.g. Signed offer letter) and tap Add item.

✅ How do I know it worked?

The Portal tab shows Invited, then First opened with a date.

⚠️ Common mistakes

Problem“No email saved”.FixUse Get link and send it on WhatsApp.

ProblemClient lost their link.FixThey can sign in with their email at the portal sign-in page (Settings → Client portal → Open the sign-in page).