Practical advice on client onboarding, file sharing and looking organised, for freelancers and agencies.
A question we get fairly often: can you collect and manage client feedback inside Client Portal? Yes, in a few ways, depending on what you need. They all use the comments feature on content pages, so that's where we'll start. Collecting feedback with comments on content pages Everything here relies on one feature: comments on...
Read moreOur Client Portal customers are often amazed at how many different use cases there are for it. Once you get what Client Portal does, you start to see infinite possibilities for its uses. "I am so glad I found Client Portal. It is very flexible and will help me grow from being a freelancer to...
Read moreWhen you consider WordPress for your website, a few things probably go through your mind: The ease of managing content and features the site will have. How WordPress can help deliver that using the design they have in mind. Where the site will be hosted. How security of the site will be implemented and managed....
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The template gallery was a big project, so I wanted to use this release to get lots of small but important requests into the product. When I use software myself, it's often the smaller changes that make the biggest difference to my workflow. Hopefully there's something in here that's been on your wish list. I've...
Read moreBack in version 5.8 I said we were going to build a proper template library inside Client Portal, so you wouldn't have to download a file from our website and import it by hand. It's now been released. From version 5.10+ creating a portal happens on a new screen, with your own templates and a...
Read moreQuick one this time. If you let clients register for their own portals, 5.9 adds a small but rather satisfying touch: portals that name themselves using the client's own details. There are also a few fixes underneath, a couple of which are worth knowing about. The new bit: portal titles that fill themselves in Up...
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