Here you'll find all the support documentation for Client Portal. You can find everything from setting up your first portal, to advanced workarounds and customisations. You can even find tips and tricks on using Client Portal with your clients to give them a 5* experience!

If you need any help with using Client Portal, or if you have any questions just email me directly at and we'll get back to you within about a day.

Did you know?

Did you know that these support docs were created entirely in Client Portal? There are tons of ways to use Client Portal (this being one of them). Check out out inspiration to see some different use cases.

Section 1 Getting Started

Section 2 Customisation

Section 3 Troubleshooting

Section 4 Security

Section 5 Users & roles

Section 6 Working with clients

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