Choose what the portal should replace
The portal works best when it replaces repetitive status emails. Decide whether clients should use it for bookings, invoices, forms, package visibility, or messages, then make that path obvious from the start.
Keep the first portal experience simple
Make sure the branding is set, the key pages are visible, and the main action is obvious. A cleaner portal is more useful than one with every option turned on at once.
- Check the login and magic-link flow on mobile
- Make sure the key booking or payment action is visible without hunting
Point clients back to it consistently
After the first booking or payment, keep directing clients back to the portal for the next step. That is what turns it into the actual client home base instead of a one-off link.
Take action
Open the relevant setting or workflow next
The article covers the why and the sequence. Use the link below to jump into the part of the product that matches this workflow.
Open Portal Settings