What is the Client Portal?
The Client Portal is your personal online account with your service provider. From one place you can view upcoming appointments, pay invoices, sign estimates, share your referral link, manage your documents, and more — no phone calls needed.
How to Access Your Portal
Your service provider will send you a welcome email with your login link, email address, and temporary password when they create your account. The portal URL looks like:
https://yourbusiness.com/portal/login- or
https://yourbusiness.com/{businessname}/portal/login
Use the exact link in your welcome email — it includes your provider's branding.
First Login
- Click the link in your welcome email.
- Enter your email address and the temporary password provided.
- You're in! Your portal dashboard will show your account overview.
🔑 Can't find your login link? Contact your service provider — they can resend your portal access at any time.
What's in the Portal
- Dashboard — quick overview of upcoming appointments, open invoices, and outstanding estimates
- Bookings — view scheduled and past service appointments
- Invoices — view, download, and pay your invoices online
- Estimates — review and approve quotes sent by your provider
- Contracts — view and sign service agreements
- Documents — access files your provider has shared with you
- Referrals — share your referral link and earn rewards
- Help Center — articles and guides (you're here!)
Install the Portal App on Your Phone
The client portal works as a full mobile app. When you visit it on your phone, look for the "Add to Home Screen" banner. Tap it and the portal installs like a native app — no App Store needed. Perfect for checking your next appointment or paying an invoice on the go.