Manage all client portals and contact details from one place.
0
Total Clients
0
Active
0
Onboarding
£0
Monthly Revenue
All Client Portals
🔐Each portal is password-protected. Share the portal link and the client's unique password with them directly. They can only access their own workspace. To update a password, click CRM and edit the client's details.
Client Messages
Portal Template
✏️Edit the content below and click Save Template. These changes will appear in all client portals automatically, unless a client's portal has been individually customised. Great for updating your About Us, onboarding steps, or any shared content.
Section
About Us
🌶️
Section
Onboarding
🚀
Section
Meetings and Contact
📞
Section
Marketing Strategy
🎯
Template saved. All portals will now reflect these changes.