Client Portal

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 Help: A Client’s Card Was Declined What to tell a client when their card fails and how to get the payment through. Client Portal Payments Stripe Revise and Resend an Estimate After Client Feedback Update a quote when the scope changes and get a fresh approval link out the door. Client Portal Estimates Revisions Help: Your Client Can’t Open the Portal Link Walk through the common reasons a magic link fails and how to get your client back in. Client Portal Magic Links Troubleshooting