To help you navigate the client portal with ease, we've put together a list of frequently asked questions.
General
What is Client Portal?
What do clients see and do in the client portal?
View bookings' current status
View booking documents & notes
View booking permits
View booking dockets
View forms submitted on-site
View their archived bookings and projects
Can I see the client portal from a client's perspective?
What is my client portal user name?
Your Client Portal user name is your email address
What's the URL for the client portal?
Will every client contact be sent an invite?
NO
These invite links will only be included in booking emails sent to client contacts once the feature is enabled. Older or inactive client contacts will not receive this link.
Can client contacts edit anything?
NO
The client portal is read-only, serving as a centralised location where your clients can access all the booking information you’ve already sent to them via email.
Inviting & Managing Client Contact Access
Who can I invite to access the client portal?
You can invite any of the contacts listed in the contacts tab within clients. These contacts must have a valid email address in order for us to send them the invitation.
How do I send clients invites to the client portal?
Can I revoke a client contacts access to the client portal?
Privacy
Do clients see our internal notes?
NO
When creating notes within a booking, you have the option to enable a toggle that will keep the note hidden from your clients
Can we control the documents clients see?
YES
When uploading a document, you can select an option in its details to make it visible or invisible to clients
Do clients see every form our workers fill out on the field?
NO
Similar to notes and documents, there is a toggle in your forms that lets you choose which forms can be viewed by clients
Can client contacts see the job permits?
YES
Client contacts have access to view the permit associated with that booking
Can clients see rate schedules or invoices?
NO
Rate schedules and billing information are not visible to clients in the portal
Do clients see the field workers' information?
NO
Client contacts do not have access to field workers' information in the portal. When a booking is scheduled, clients can view the booking requirements, but they can only see the names of the workers who were scheduled once the docket is submitted