Portal Settings

Configure the client portal branding, payment integration, and booking links for your organization.

Overview

Portal settings allow you to:

• Customize portal branding (logo, colors, company name)
• Configure Stripe Connect for payments
• Set up booking links for client scheduling
• Manage portal access for clients
• Configure contact information

Accessing Portal Settings

1. Navigate to Settings in the sidebar
2. Click Integrations tab
3. Click Portal sub-tab
4. View and configure portal settings

Portal Branding

Company Information

Configure how your company appears in the portal:

• Company Name: Name displayed in portal header
• Contact Email: Email for client inquiries
• Contact Phone: Phone number for support
• Website: Company website URL

Branding

• Logo: Upload company logo (recommended: 200x50px, PNG or SVG)
• Primary Color: Brand color for portal theme
• Secondary Color: Accent color

Logo and colors appear throughout the portal interface.

Stripe Connect Integration

Setting Up Stripe Connect

1. In Portal Settings, find Stripe Connect section
2. Click Connect Stripe Account
3. You'll be redirected to Stripe
4. Sign in or create Stripe account
5. Complete Stripe onboarding:
   • Business information
   • Bank account details
   • Identity verification
6. Authorize connection
7. Return to CRM

Stripe Account Status

After connecting, you'll see:

• Account ID: Your Stripe account identifier
• Status: Account status (Active, Pending, Restricted)
• Disconnect: Option to disconnect Stripe account

Payment Processing

Once connected:

• Clients can pay invoices online
• Payments are processed through your Stripe account
• Funds are deposited to your bank account
• Payment fees apply (Stripe's standard rates)

Stripe Account Management

• Manage account in Stripe Dashboard
• View transactions and payouts
• Handle refunds and disputes
• Update bank account information

Booking Links

Setting Up Booking Links

1. In Portal Settings, find Booking Links section
2. Enter booking URL:
   • Calendly link
   • Acuity Scheduling link
   • Custom booking system URL
3. Click Save

Booking Page

• Clients can access booking from portal
• Booking link opens in new tab or embedded
• Clients can schedule appointments directly

Client Portal Access

Enabling Portal Access

1. Navigate to Clients
2. Open a client
3. Enable Portal Access toggle
4. Client receives magic link to access portal

Disabling Portal Access

1. Open client
2. Disable Portal Access toggle
3. Client can no longer access portal
4. Existing sessions are terminated

Bulk Enable/Disable

1. Select multiple clients
2. Use bulk actions
3. Enable or disable portal access for all selected

Portal Features

Available Features

Clients can access:

• Dashboard: Overview of account
• Invoices: View and pay invoices
• Quotes: Review and accept/reject quotes
• Profile: Update contact information
• Booking: Schedule appointments

Feature Configuration

• All features are enabled by default
• Cannot disable individual features
• Portal access is all-or-nothing per client

Security Settings

Authentication

• Magic Link: Passwordless authentication via email
• Link Expiration: Magic links expire after 24 hours
• Session Timeout: Automatic logout after inactivity

Data Access

• Clients can only see their own data
• Row-level security enforced
• No access to other clients' information
• Cannot modify sensitive fields (email, portal access)

Portal URL

Default URL

Portal is typically available at:

portal.yourdomain.com

Subdomain Configuration

• Configure DNS to point subdomain to CRM
• Portal automatically detects subdomain
• Routes to portal interface

Testing Portal

Test Access

1. Enable portal access for a test client
2. Use test client email to request magic link
3. Access portal and test features
4. Verify branding and functionality

Test Payments

1. Use Stripe test mode
2. Create test invoice
3. Process test payment
4. Verify payment flow works

Best Practices

• Brand consistently: Use your company logo and colors
• Keep information current: Update contact info regularly
• Test thoroughly: Test portal before enabling for clients
• Monitor access: Review portal access regularly
• Secure Stripe: Keep Stripe account secure and verified
• Clear booking links: Ensure booking links are working

Troubleshooting

Portal Not Loading

1. Verify subdomain DNS is configured
2. Check portal subdomain routing
3. Ensure portal is enabled for tenant

Stripe Connection Issues

1. Verify Stripe account is active
2. Check account status in Stripe Dashboard
3. Reconnect if needed
4. Verify bank account is verified

Clients Can't Access

1. Verify portal access is enabled for client
2. Check client email is correct
3. Verify magic link email was sent
4. Check spam folder for magic link

Payment Issues

1. Verify Stripe account is connected and active
2. Check Stripe account status
3. Verify bank account is verified
4. Review Stripe Dashboard for errors

Next Steps

• Client Portal Overview - Client-facing portal documentation
• Managing Clients - Enable portal access for clients
• Managing Invoices - Invoices clients can view and pay