One place for active clients
Sessions, payments, forms, and related actions can be surfaced from one branded home.
Feature · Portal
A client portal that supports the ongoing relationship
Clients should not have to dig through old emails to find the next session, invoice, or form.
Clients digging through email for links and files
No shared place for bookings, payments, and documents
A generic portal experience that does not match the business
What the feature handles
Less support friction
Clients can find the next step without asking which link matters.
A better post-sale experience
The portal is useful after onboarding too, not just before it.
What gets easier
- Fewer admin questions from active clients.
- More completion on payments and forms.
- A cleaner ongoing client experience.