Client Portal

Customize client portal

Please allow the option to customize the client portal. Turn on or off the affiliate option, maybe we do not have an affiliate plan and want to remove that from our client portal. Also allow custom CSS so we can customize our client portal.

in progress

Client Portal Documents

Ability to share documents via the client portal. This is a big help for businesses in the tax industry wherein they submit their tax documents during tax season. Tax professionals can securely share important documents with their clients through the portal. This streamlines the process of exchanging tax-related information, making it more efficient and organized. I know we already have a documents tab under the contact page, but it would be better if it's also available in the client portal. 🙏

in progress

Make the client portal mobile so users can learn, search, engage, and chat on their mobile devices. Most people use their mobile on the go, especially in B2B.

upcoming

Contacts and Client Portal Integratioon

upcoming

Client App/portal for booking appointments

Needs to have an app for appointment booking. Refer to something like acuity, Booksy, or squire. Clients should be able to sign in to save their details, such as card details, and other important information.

Live Chat in Client portal

Be able to direct message clients and it show up in their portal.

Rewards program/customer referral incentives

The ability to incentivizes customers for purchases and thus stimulating repeat business by offering discounts and perks when customers purchase products or services or when they refer you to other people in their network.

Client Portal magic Link

Now that membership domains has moved over to the client portal, the magic link for log-in is now gone. Please create the magic link option for the entire client portal so ppl don't have to worry about a password. Thanks!

Customer Portal For Calendar Bookings

Option for clients to login and see their past and upcoming bookings, as well as be able to change bookings like what Wix.com have. Ideally, this would be in the membership area rather than another login.

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