Client Portal Overview

Give your clients secure, self-service access to their invoices, quotes, and account information.

What is the Client Portal?

The Client Portal is a dedicated interface where clients can:

• View and download invoices
• Review and accept/reject quotes
• Make payments online
• Update their contact information
• View account activity and history
• Access booking links for appointments

Accessing the Portal

For Clients

1. Navigate to your portal URL (typically portal.yourdomain.com)
2. Enter your email address
3. Click Send Magic Link
4. Check your email for the login link
5. Click the link to access the portal

Magic Link Authentication

• No passwords required
• Secure, one-time login links
• Links expire after use or after 24 hours
• Automatic logout after session expires

Portal Features

Dashboard

View at a glance:

• Outstanding balance
• Recent invoices
• Recent quotes
• Account activity

Invoices

• View all invoices
• Filter by status (All, Paid, Unpaid, Overdue)
• Download PDF invoices
• Pay invoices online
• View payment history

Quotes

• View all quotes
• Filter by status (All, Pending, Accepted, Rejected)
• Accept or reject quotes
• Download quote PDFs
• View quote details

Profile

• View contact information
• Update phone number and address
• View account settings
• Cannot change email (contact administrator)

Booking

• Access booking links
• Schedule appointments
• View available time slots

Making Payments

Paying an Invoice

1. Navigate to Invoices
2. Find the invoice you want to pay
3. Click Pay Now
4. Review invoice details
5. Click Proceed to Payment
6. Complete payment via Stripe
7. Receive confirmation

Payment Methods

• Credit cards (Visa, Mastercard, American Express)
• Debit cards
• Secure Stripe checkout

Payment Confirmation

• Instant confirmation on screen
• Email confirmation sent automatically
• Invoice status updated to "Paid"
• Payment appears in invoice history

Security

Data Isolation

• Clients can only see their own data
• Row-level security ensures data privacy
• No access to other clients' information

Secure Authentication

• Magic link authentication
• HTTPS encryption
• Session-based access
• Automatic logout

Portal Settings

Administrators can configure:

• Portal branding (logo, colors)
• Contact information
• Stripe Connect integration
• Booking links

See Portal Configuration for details.

Troubleshooting

Can't Access Portal

1. Verify portal access is enabled for your account
2. Contact your administrator to enable portal access
3. Check email for magic link (check spam folder)
4. Ensure magic link hasn't expired

Payment Issues

1. Verify invoice is not already paid
2. Check payment method is valid
3. Contact support if payment fails
4. Review payment confirmation email

Missing Invoices/Quotes

1. Verify invoices/quotes are sent to your email
2. Check with administrator about access permissions
3. Ensure invoices/quotes are not archived

Next Steps

• Portal Configuration - For administrators
• Managing Invoices - Invoice management
• Managing Quotes - Quote management