The client hub

Every client on your list gets one private link of their own. They open it and everything you have going with them sits on a single page: appointments, documents waiting for a signature, and invoices to pay. There is nothing to install, no password, and no account for them to create.

What your client sees

Your business name sits in the header, and the page greets them by first name. Below that, three sections:

• Appointments lists their upcoming confirmed visits, with the day and time spelled out.
• Documents holds everything you have sent for signature. Anything still open gets a Review & sign button; anything finished is marked Signed.
• Invoices shows each invoice with its amount, a Pay now button while it is open, and a Paid badge once it clears.

A line at the bottom counts what is still waiting on them, so a client with two unsigned forms and an open invoice can see it at a glance. The footer makes clear the link came from you.

Sharing the link

Open Portal → Clients & Leads, find the client, and either Copy the link or press Email link to send it to the address on their record. New bookings, documents, and invoices appear in the hub on their own. As long as you pick that client when you create them, everything files itself.

Keep it private

The link is the key, so treat it like a password. Anyone holding it can see that client’s appointments, documents, and invoices, so send it to the client and nobody else. The page asks search engines not to index it, and it only ever shows that one client’s information: never your other clients, and never your own numbers.

Note

Open the link yourself once, from the arrow beside it in Portal → Clients & Leads, before you send it to a new client. It is the fastest way to see your business exactly the way they will.

Related: clients and leads, e-signatures, invoices, booking calendar.