How It Works
Get your client portal up and running in three simple steps
Step 1
Setup Your Workspace
Customize your portal with your brand colors, logo, and domain. Connect your payment processor.
Average setup: 1-2 hours
- Upload your logo and brand assets
- Set your brand colors and styling
- Connect your custom domain
- Set up Stripe for payments
- Configure business details
Step 2
Create Your Services
Add your services with pricing, descriptions, and intake forms.
Average setup: 1-2 hours
- Create service categories
- Set up pricing and packages
- Design intake forms
- Configure delivery settings
- Preview client experience
Step 3
Start Accepting Clients
Your portal is ready to welcome clients with a professional experience.
Average setup: 0 hours
- Share your portal link
- Automatic client onboarding
- Instant project setup
- Seamless file sharing
- Real-time communication