A client portal is a secure, branded area on your website where clients can access all their project files, timelines, and communications in one organized place—eliminating the constant “can you resend that file?” emails that eat up your day. If you've ever spent 20 minutes hunting down a contract you sent three weeks ago, or found...
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Client Portal version 5.4 has been released! I'm really excited to announce that we have launched the much-requested image slider feature! All about the new Image Slider module Now if you upload images to Client Portal, your clients will be able to preview them in a beautiful slider. Many of you have been asking for this...
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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 know that in...
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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's now become a...
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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 questions. One thing that...
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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 lacks is...
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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 from...
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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 in a...
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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 word from our developer...
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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 year. With the cost...
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