Please allow clients to be able to log in and manage their own bookings/appointments - create new, rescheduling, cancellations. It would be nice to be able to let them self manage details like address, payments, etc.. View basic information from CRM like service history.
B
Brian Cook
It would also be awesome if client has the ability to upgrade their subscription plan from their account.
Log In
Activity Feed
Sort by
S
Sam Stitt
Also please make it so you can pick and choose the fields you would like to include from the Contact page that the client can modify/edit. If this could be extended to Custom fields too that would be great.
R
Ryan Mayiras
Would love it if clients could also view and manage agreements, documents, and questionnaires all in one convenient location too.
(We manage a photography company and it would be awesome to also send galleries and videos over for clients to review directly within a client portal, I realize that is niche specific too but I’m sure other industries could benefit from this feature. Like marketers or real estate agents delivering advertising materials. Similar to Pixieset for galleries and frame.io or Dropbox Replay for video deliveries)
M
Muhammad Sajjad
Ryan Mayiras agree