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Client Experience and Client View
Client Experience and Client View

See how the client portal looks like for your clients and how they can submit requests

Robin Vander Heyden avatar
Written by Robin Vander Heyden
Updated over a week ago

Here is a video with how your client portal will look like from a client perspective:

1. Client log in

Clients can log in to : or (if you have set up your own domain).

Note: You can set up any subdomain you want (, etc)

2. Client portal (Client view)

This is the client view once your clients are logged in to their portal:

Clients can do the following:

  • Submit requests by clicking on "Create request"

  • View their invoices

  • Purchase services in "Catalog > Services"

  • Add team member in "Users"

  • Add files in "Storage"

  • Edit their billing details and notification preferences in "Settings"

  • View notifications

3. Client submits request

Clients can click on the top right and submit a request.

Note: If they have multiple services or subscriptions, they must select the service for which they want to submit a request first.

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