Case Studies for Client Portal
Michelle has a web design and software business. She does everything herself – setting up contracts, collecting pertinent customer information, and sending out invoices. She was doing this manually for every client. Michelle set up a project template and now every client is just a few clicks away from being all set up and ready to go.
Michelle uses WP Forms which has a Stripe integration plugin. She creates the invoice, allows her clients to download them via Client Portal, and then they click the Payment area of Client Portal to visit her payment processing page.
It’s really taken out the work of things like “Can I pay you via Paypal?” or the hassle of having to create a new WooCommerce product everytime I had a new order (since all orders vary in price). Now, I don’t do anything but create the invoice!
This is how the form looks in the payment module. It looks very professional, right?!
At the time of this review, Michelle had only been using CP for 1 month! Just goes to show – you don’t have to be using it for a long time to get great results.
Think of everything you have to do for every single client and of all the information that you always have to share with everyone. Client Portal allows you to do this. Don’t get frustrated. Know that all of the set-up you have to do completely pays off because you save so much time which, in the end, means more free time for you.
The idea of accepting payment through Client Portal is going to be exciting for many Client Portal users! Thanks so much for sharing with us, Michelle!
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