We’re delighted to announce a special initiative that can turn your software needs into a force of change. We’ve teamed up with Freemius to support Girls Who Code and contribute to a more diverse tech future. Girls Who Code is on a mission to close the gender gap in technology. Did you […]
Sharing files with clients is a daily necessity for most online businesses. Whether you're running a startup, managing a law firm, or heading up a marketing agency, you're likely dealing with various document types, some of which may contain sensitive information. While email used to be the go-to for file sharing, it' […]
The hardest part of running a marketing agency is... Clients. Yep, clients. Getting them, working with them, and signing off on the finished project ("juuuust one more thing"). Imagine getting on with your work without dealing with the song-and-dance of project management, keeping clients in the loop, and answering the same […]
Do you have a WordPress website and are looking for better ways to share files with clients? If so, you may need to use a file-sharing plugin. As the world’s most popular CMS (Content Management System), WordPress has a lot of flexibility when it comes to, well, almost anything! But one place it […]
When you set up a business, customer experience isn't always at the top of your list. Only when you repeatedly start fielding the same support requests do you start thinking about implementing something more official. Portals are a great way to give customers a central place to access everything they need. This prevents them... […]
Today, I want to talk about the Block Editor, what it is, and why we are moving to it for the Client Portal. What is the block editor (also known as Gutenberg) The block editor lets you edit your website by dragging and dropping elements, or blocks, onto your screen and creating layouts... […]
Today, I wanted to update you on our progress for Client Portal 5.0. While we had high hopes for a full release by the end of January, that sadly didn't happen. We ran into some unexpected roadblocks with integrating the content pages, pushing us back. The good news is I got […]
Today, I want to talk about our plans for the next 12 months of Client Portal. It's January, so many of us are thinking ahead, and I've had a lot of questions from those who want to know our next focus after the release of CP 5.0. 2023 was a tough […]
Today, I want to share with you four mini-features that are coming with this release. These may seem small, but they’ve been requested repeatedly and, honestly, are things that should mostly have been doable before now. Mini-feature #1: A fully editable, customizable menu This is something we get asked about all […]
Today, I'm going to share an update on the beta program (which is live right now!) and how we're running it. We've opened the beta to a small group of 48 customers. Of those, 21 have created portals with the new block editor via
