Simple yet powerful features

Each feature in has been thoughtfully designed to give you the
most simple – yet powerful – portal for your clients.

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Customization

Customize Client Portal to match your brand and the way you work

Client Portal looks great out of the box. But you can customize the portal to match your branding and make it fit into your business seamlessly.

I really do love this portal. The more I play with it, the more I find useful things to do with it. It is perfect that there is no long onboarding experience for clients too!

Gayle H.

  • Custom branding

    Brand your portals to match either your or your clients’ websites. Change colours and fonts easily.

  • Flexible modules

    Each module can either link to a URL, open a content page, host files, or allow clients to upload files.

  • Public and private portals

    By default all portals are private. But if you want some that can be accessed by anyone, easily create a public portal.

  • Completely whitelabel

    Easily remove Client Portal branding and replace with your own. Nobody will know you didn’t build this yourself.

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Notifications

Keep yourself and your clients in the loop with notifications

Don’t miss a thing with our notifications feature. You have full control over if, when, and how you and your clients will be notified when changes are made to their portals

I came across your software and fell in love with it. It's EXACTLY what I have been looking for.

AB Lieberman, CEO of Clicks Talent

  • Admin notifications

    Get an email notification when a client completes a task, uploads a file, or makes a change to their portals.

  • Client notifications

    Send your client notifications when changes have been made to their portals.

  • Daily or weekly digests

    Prevent inbox overwhelm by sending notifications in real time or saving them up into daily or weekly digests.

  • Customizable settings

    Change notification settings so you and your clients only get the notifications you need – and nothing more.

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Compatibility

Compatible with the tools you already use, from spreadsheets videos, forms, and more

Our content pages allow you to embed almost anything into a Client Portal page. That means you can use the software you already love, and keep it together in Client Portal

When I first saw Client Portal, I immediately knew this is the solution I was looking for all along. My clients loved it. All they need to do now is visit a designated URL and all of their important documents are stored there. No more back and forth.

Mojca Zove, Super Spicy Media

  • Forms

    Compatible with all WordPress form plugins. You can also use third-party forms that have an embed option.

  • WooCommerce

    Sell portal access directly on your website with our WooCommerce integration.

  • Calendar

    Embed a read-only google calendar into a content page. Or use a tool like Calendly to link to your calendar.

  • Themes

    Client Portal works with any WordPress theme whether it’s custom built or off the shelf.

  • Google sheets

    Embed google sheets into content pages so your clients can view and edit them directly from the portal.

  • Videos

    Host your videos on your platform of choice (YouTube, Vimeo, etc.) and embed them in Client Portal.

  • Trello

    Embed read-only Trello boards into Client Portal, or link to them with a URL for clients to edit.

  • Live chat

    Put any live chat widget (Drift, Intercom, etc.) on portal pages to chat with your clients in the portal.

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Security

Keep your portals, files, and users totally secure

We add extra layers of security onto Client Portal to ensure that your portals are only seen by the people you choose – and nobody else

I needed a way to look more official to my clients and really give them a great onboarding experience as well as a great experience through the life of the project. Client Portal does just that. It's perfect as it is.

Anthony Wallace, Agency Owner

  • Private portals

    Only clients who have been added to a portal can get access after they enter their login information.

  • Private file uploads

    Securely upload your files to your portal. All files are kept private and away from WordPress’s media library.

  • ReCaptcha

    Prevent bots and spam accounts from registering or attempting to login to your portals.

  • Passwords

    Allow your clients to choose and reset their own passwords anytime. No need to send passwords manually.

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Clients

Give your clients a streamlined, professional user experience

Client Portal gives your clients everything they need during your project with no learning curve and no unnecessary bells and whistles to distract them

I started setting up my first portal earlier today and I have to say: Wow! This is so cool. I can't believe how easy it is to use and WOAH does that front end look professional. You made a very cool thing. Thank you.

Alli Blum, SaaS Onboarding Consultant

  • Multiple portals

    Each client can have as many different portals as they need. They can access them all from the same login.

  • Unlimited portals and clients

    You can have as many portals and clients as you need on either plan. You can keep them active forever.

  • Clients can self-register

    Clients can register for a portal and have one automatically created for them – without you lifting a finger.

  • Clients can upload files

    Clients can upload their own files to the portal any time. You decide which modules they can upload to.

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Impress and delight your clients with a beautiful, centralized client portal

Take the headache out of client management and get a simple way to store your deliverables on your WordPress website.

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Client Portal is the perfect tool I've needed to get everything systematized for my clients and internally.

Evangeline Gersich