Client Portal Inspiration

Check out some of our example portals and get inspired for how you can use
Client Portal in your business.

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Client Onboarding

Use Client Portal to onboard every new client the same way

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I finally feel like a proper agency now I have Client Portal. It’s something I’ve always wanted but I’ve never been able to find anything close to it.

Anthony Wallace
Website Design

Use Client Portal for a website design project

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Care Plan

Ongoing site care, in one place. Plan details, this month's report, and small changes on request.

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Online Course

Release a course module by module. Recordings, worksheets, and a place for students to hand in work.

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Group Coaching

One portal for a whole cohort. Weekly calls, recordings the next day, and a worksheet between each one.

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I've been using Client Portal with my clients for a while now, and I LOVE it! My clients frequently tell me how much they love having their own portal.

Tris Moon
One to One Coaching

A single client's coaching, in one place. Weekly focus, session notes, and anything they send you before a call.

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Paid Discovery

Use Client Portal to offer a productized, paid discovery service to your clients

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Website Retainer

Use Client Portal to deliver retainers or care plans to your clients

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School and Parent

Give parents a place to find key information about your school for their enrolled children

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I started setting up my first portal and I have to say: wow! This is so cool. And that front end looks SO professional. You made a very cool thing.

–Alli Blum
Digital Shop

See how you can sell digital products with Client Portal

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Username tompickle

Password customerportal638
Custom Furniture

Design and sell custom furniture with Client Portal

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Content Marketing

Offer blog ghostwriting, SEO, and marketing services to your clients

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What absolutely fantastic plugin. Simple but effective! Once I installed it and started trialing it, I was left with the “Why didn’t I think of this” feeling haha!

–Sam Sedgeman
Accounting

Give your accounting clients a single place to upload documents, track deadlines, and access their completed returns

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