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 : youragency.manyrequests.com/login or app.youragency.com/login (if you have set up your own domain).
Note: You can set up any subdomain you want (portal.youragency.com, clients.youragency.com 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"
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.