Client portal

The client portal gives your customers one branded place, with a single login, for what you share with them. The unified portal brings the dashboard, courses, communities, billing, shared files and account settings together with the same navigation. This new client portal experience is built on Labs.

For a local service business, this means a customer can review an invoice or download a contract you shared without searching through emails.

Key parts:

• Shared files: open a contact, upload or select a file, turn on the option to upload it to the client portal and save. The contact gets an in-app notification and, depending on their preferences, a push notification on a supported mobile app.
• Appointments: clients can book, review, reschedule or cancel eligible appointments from the portal, with Today, Upcoming and Past views. Turn on the Appointments app and enable client portal booking on each calendar you want to offer. This is available only in the new client portal, not yet in branded apps.
• Notifications: a notification center collects activity from the client portal, courses and communities, and clients can choose their email and push preferences. The portal owner can control some of these settings.
• Magic links: go to Sites, then Client Portal, then Dashboard, and generate a one-click login link to courses, communities or affiliates. A newly generated link expires after 15 minutes. You can add magic links as custom menu links in your account sidebars.

The modernized portal is built for faster page loads, smoother transitions and consistent branding from login through billing and files. Eligible public course and community pages are built to be search friendly, with crawlable URLs and page metadata.

Book services from your client portal

Let customers discover and book your services in the new client portal, with their details filled in. They can view meetings and service appointments together and reschedule or cancel eligible bookings based on your settings.