A client portal is a web page for one job that you send your client. Setting one up takes one click, and it's ready in your logo and colours.
Set up the portal
Click Projects in the sidebar and open the job.
Click Client portal in the project's menu.
Click Set up the client portal.
The portal is ready straight away. It's empty until you post an update or share photos and documents.
Send your client the link
The bar at the top of the portal shows your client's link on every tab.
Click Copy link and send it however you like.
Or click Send on WhatsApp to open WhatsApp with the link in a message.
The bar also says whether the link has been opened yet, and how many clients are getting updates. When you open the link yourself, or use Preview, it doesn't count as your client opening it.
Add your client so they get emails
Anyone with the link can see the portal. To have your client emailed each update, with their own link:
Click the Clients tab.
Click Add client.
Enter their Name and Email.
Click Add and email their link.
Only add people who've agreed to hear from you about this job. Because each client has their own link, you can see when they last looked.
See the portal as your client will
Click Preview at the top right of the page. The portal opens in a new tab, just as your client sees it.
Make a new link, or switch the shared link off
If the link has gone somewhere it shouldn't, click ā¦ next to the link:
Make a new link: the old shared link stops working. Clients you've added keep their own links.
Switch the shared link off: nobody can open the portal with the shared link. Clients you've added can still open it with their own links. Click Switch the link back on whenever you like.
To manage one client's link, open the Clients tab and click ā¦ next to their name: Copy their link, Switch their link off or Take off the portal. Taking someone off stops their emails, and their own link stops working.
What the client statuses mean
On the Clients tab, each person shows one of these:
Getting updates: they're emailed each update you post.
Hasn't confirmed yet: they asked for email updates from the portal, but haven't clicked the link in the email we sent to check it's them. They won't get updates until they do.
Stopped emails: they stopped the emails themselves.
Link switched off: you switched off their own link, so they can't open the portal with it. They're still emailed until you take them off.
Why can't I add a client?
"ā¦ already follows this portal": someone with that email is already on the Clients tab.
"ā¦ stopped these emails, so only they can start them again, from the portal": that person unsubscribed. Only they can sign up again, using Get email updates on the portal.
If you see "We couldn't email them just now", they're still added. Copy their link from the list and send it yourself.
Why can't my client open the link?
If the link doesn't work, your client sees This link doesn't work any more. That happens when you've made a new link, switched the shared link or their own link off, or switched the whole portal off in Settings.
Why is there no Set up button?
On a complete project that never had a portal, the page says This project never had a client portal. Reopen the project to set one up.