Back to Project
Getting Started
- How to install Client Portal
- Can I use it without WordPress?
- Setting up your first portal
- Using content pages
- Questionnaires with Contact Form 7
- Importing and Exporting Portals
- Icon Cheatsheet
Customisation
- How do I edit 'Phase 1, 2, 3' text?
- Can I customise project status modules?
- How to change the fonts in Client Portal?
- How do I make a portal public?
- How to change the 'Client Portal Archive' text
- How to change the "Client Portal Login" text on the login page
- Change Error Message on the Login Screen
- How do I add or move Phases
- How do I redirect clients to the homepage after logged out
- What is the Legacy theme?
Troubleshooting
- I’m not getting Client Portal updates.
- Client Portal isn’t working.
- I can't find my Client Portal Login page!
- I'm getting a 404 error message
- Nginx error message
Security
- Are my files safe in Client Portal?
- How do I hide Client Portal from search results?
- Private File Uploads
Users & roles
- Can I assign a client a different role?
- How can I assign multiple users to Client Portal?
- How do I add a new user to Client Portal?
Working with clients
Introducing Client Portal to your clients
The good thing about Client Portal is that it has a very small learning curve. As opposed to traditional project management software where your clients have to adjust their way of working — Client Portal works around them.
That means, introducing it to your clients is very easy.
At the start of each project, you can set up a portal with all the upcoming deliverables.
Most modules will probably be inactive at this stage. You can activate any modules that you’ll be starting with, or anything that your client needs to do before the project begins.
Then, simply send your clients an email introducing them to Client Portal. Here’s a template you can swipe:
Thanks for taking care of the invoice and contract. I’m really excited to begin working with you!
I’ve just got you set up with our client portal. This is where you can go at anytime to check on the project status or download any files from copies of invoice receipts to the final deliverables.
Here’s the link and log in information to your portal (I recommend bookmarking this so you can come back at any time):
yourwebsite.com/client
username
password
I’ll also migrate this to your website at the end of the project so you have a central place to come back and reference at any time.
I’ll get started now with $your-first-task and I’ll have my first update for you on Thursday.
Thanks,
$your-name
And that’s all it takes to introduce your clients to their portal. You’ve now given them a resource that they’re not only going to find really useful (especially when they just need that logo file at 2am) but that also hasn’t required them to learn any new software.
Jobs a good ‘un!