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How it Works

Set up a customer portal in less than 10 minutes. Read our guide below to understand how to create a portal, how to customize it, how to link it to your marketing website, and how to launch.

The easiest way to offer clients a modern experience

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Web Dashboard

Create a portal yourself or contact our team for assistance.

Web Forms

Upload your brand assets, connect your domain, and more.

Web Knowleadge

On your marketing website, add a link that points to your portal.

Web Files

Invite clients and start providing a streamlined experience.

Create your portal

Create a portal yourself or contact our team for a guided onboarding experience. During setup, you’ll be asked a few questions so that we can customize your experience.

  • Setup takes less than 5 minutes
  • New portals have a 2 week trial
  • No credit card required

Customize the experience

Before inviting clients, there are many things you can do to set your portal up for success and make it fully reflect your brand. All of these steps are optional, so if you want to take Portal on a test run first, you can do that too.

Branding

In your settings, you can upload your brand assets including your logo and icon. You can also set your color scheme and setup a custom image on your login screen. All this information is automatically used for your portal, email notification customization, invoice customization, and more.

Custom domain

You can connect a custom domain and host your portal on your own website. For example, if you have acme.com, you can host your portal on portal.acme.com or clients.acme.com.

Invite your team

You can invite coworkers and grant them Staff or Admin access. And on the CRM you can assign team members to clients. That helps keep things organized and also limits who on your team gets notified about client actions.

Welcome message

Welcome messages are an important part of your portal. They are sent to clients automatically the first time they log in. They are a great way to introduce your business and to explain how you want your clients to use your portal.

Connect your marketing website

We recommend you add a link to your portal on your marketing website. For clients, it's a very natural experience to Google your business name, go to your website, and then click on the client login button.

Login

The most common setup is to add a “Client login” button on your marketing website navigation bar that links to your portal.

Sign Up

Optionally, if you have direct sign up enabled in your settings, you can also add a "Sign Up" button on your website that links to your portal sign up URL. If you do this, just be aware that visitors can create their own client accounts.

Launch your portal

Once you’re ready to launch, navigate to the CRM page and create your first client. If you want to do a test run first, you can invite yourself as a client (using another email).

  • By default, new clients are invited by email
  • In the actions menu, you can also ‘copy invite link’ to share the link manually
  • If Messaging is enabled, new clients will be greeted with an automated welcome message