Setting Up the Client Portal

The client portal gives your clients a way to log in and view their visit reports, photos, and service history. It's a great way to build trust and transparency.

1. Enable the Portal for a Client

1. Go to Clients
2. Find the client and toggle Portal Access on

2. Set Branding (Optional)

Go to Settings → Branding to upload a logo and choose colours. Your branding is used automatically on the portal and reports.

3. Invite a Client Contact

1. Go to Sites and open a site for that client
2. In Site Contacts, find the contact you want to invite
3. Click Invite to Portal
4. They'll receive an email with a link to set up their portal password

What the Client Receives

The invitation email includes:

• A link to create their portal password
• Your company name and branding
• A brief explanation of what the portal provides

Tips

• Invite your key clients to the portal: it reduces "did you come today?" emails
• The portal is mobile-friendly, so clients can check reports from their phone
• You can invite multiple contacts per client, useful for clients with multiple stakeholders