The Client Portal is a new Formitize opt in feature that allows you to save time by granting your clients access to information regarding any jobs that you have completed or will do for them. You will need to opt in before you can access it.
By giving them access to the client portal, they will be able to track and / or pay their invoices, accept quotes, use action webforms (eg: contact us, book in a job, etc), view reports, download photos, and more. You are able to customise what they have access to, and any conditions that may apply to what they are allowed to view.
Related:
- What features does the Formitize Client Portal offer to improve customer management?
- How do I opt in for the Client Portal module?
- Is there a price to opt in for the Client Portal feature?
- Where do I find the Client Portal Settings?
- How do I grant my customers access to their Client Portal?
- How do I edit the Client Portal display?
- How do I edit what Job information my customers can access in the Client Portal?
- Can my customers pay their own Invoices through the Client Portal?
- Can my customers view and accept / decline their Quotes through the Client Portal?
- How do I set up access to forms for customers to find in the Client Portal?
- How do I edit /change the Client Portal settings for an individual contact?
- What does the Client Portal look like for my customers?
- How is a webform filled out via the Client Portal?
- How to switch between light mode and dark mode
- How to pay an invoice via the Client Portal
- How to view and accept or decline a quote via the Client Portal
- How to view jobs and reports in the Client Portal
- Where to find photos in the Client Portal
- How do I set the reports / photos so that they cannot be viewed in the Client Portal until the invoice is paid?
- Does my Webform redirect work on Webforms that are submitted via the Client Portal?