Support topic
Client Portal tutorials.
What your clients see — approving, paying, and auto-pay.
Put Your Portal Link in Your Email Signature
Add your client portal link to your signature so clients can always find estimates, invoices, and the Pay button. Setup in a few steps.
Branding
Client Portal
Email Signature
When one client has several people in the portal
Approver, accounts-payable, project lead — give the right person the right link.
Client Portal
Companies
Contacts
What your client sees right after they pay
The moment a card goes through: a confirmation, a receipt, and a paid invoice.
Client Portal
Payments
Stripe
Put your logo and colors on the client portal
Make the portal feel like your studio, not ours — your branding flows straight through.
Branding
Client Portal
Preferences
How the Portal Works on a Client’s Phone
Most clients approve and pay from a phone. Here's what that experience looks like.
Client Portal
Mobile
Payments
Client comments and approvals in the portal
Your client can leave a note or hit approve — and you'll see it land in real time.
Approvals
Client Portal
Estimates
Can clients download a PDF of their estimate or invoice?
Yes — your client can grab a clean PDF for their own records, straight from the portal.
Branding
Client Portal
PDF Download
What Your Client Sees When There’s Nothing Pending
No open estimate, no unpaid invoice — here's the calm, on-brand screen they land on.
Branding
Client Experience
Client Portal
Resend a Portal Link a Client Lost
Magic link buried in an inbox? Fire off a fresh one without recreating anything.
Client Portal
Magic Link
Sending
Preview the Portal Exactly as Your Client Sees It
Walk the approve-and-pay journey yourself before you send the link.
Client Portal
Estimates
Preview