Back to Project
- How to install Client Portal
- Can I use it without WordPress?
- Setting up your first portal
- Using content pages
- Importing and Exporting Portals
- Icon Cheatsheet
- Customise project status modules
- Remove the project status modules
- How to change the fonts in Client Portal?
- How to change the 'Client Portal Archive' text
- How to change the 'Client Portal Login' text
- Change Error Message on the Login Screen
- How to add, move, and delete phases
- Redirect to the homepage after logging out
- How to change the slug/permalink
- Edit the "Phase 1, 2, 3" etc. text
- Troubleshooting problems with Client Portal
- I’m not getting Client Portal updates
- Find and edit the Client Portal Login page
- I'm getting a 404 error message
- I'm getting an Nginx error message
- Excluding Client Portal from your cache
- Forgot password isn't working
- I'm not receiving Email Notifications
- Are my files safe in Client Portal?
- How do I hide Client Portal from search results?
- How do private file uploads work
Users & roles
- How do I add a new user to Client Portal?
- Can I assign a client a different role?
- How users can self-signup to a portal
Working with Client Portal
- Introducing Client Portal to your clients
- How clients can mark as complete
- Create a to-do list with Google Sheets
- Accepting file uploads in Client Portal
- Collate notifications into digests
- Add due dates and reminders
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:
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.
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!