Here it is: a first look at the new block editor coming in Client Portal 5.0. This is currently in beta and due to be released by mid-January 2024.
In this video, we cover:
Laura created Client Portal in 2016 after working as a freelance designer for a decade. Client Portal was born out of the need for a simple tool that allows clients to access their project deliverables. Since then, it has grown into an 8,000+ customer-strong product that helps any service provider, from freelancers to law firms. In her spare time, Laura likes to sew clothes and quilts, play the piano, and hang out with her husband and children.
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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