Client Portal

Product details
8de9d597f31945d7ba53fdc090bea6aa8de9d597f31945d7ba53fdc090bea6aa
8de9d597f31945d7ba53fdc090bea6aa
Jul 27, 2018

Q: Does this support multiple projects per client, if so how?

We typically have clients who come to us for a project and then return in the near future for other projects. We also have a lot that stay with us after the end of a project, and take advantage of on-going services such as web hosting & maintenance plans.

Does Client Portal cater for this scenario? Or, would we need to make a new project & login for each project?

What if, for example...

Client asks us to build a website. After completion the clients takes out our hosting and maintenance plan. Later they ask us to create flyers and Business cards.

Would we be able to create a single dashboard/client portal, that clearly & neatly divides these tasks, whilst allowing us to give them access to important documents such as waivers, invoices, manuals etc in a way that is intuitive?

P.s. It'd be really useful to be able to see a backend demo of Client Portal. At present the demo only shows the client end.

Founder Team
LauraWilliams

LauraWilliams

May 14, 2024

A: Yes, you can assign multiple portals to a client for repeat work. If that is set up, they will be directed to a dashboard where they can see all their portals and select which they would like to view.

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Great!

P.s it'd be really useful -for me at least- to be able to see some sort of backend demo.

There are some videos here that might help: https://client-portal.io/client/client-portal-support/