This guide is being written. The topics below show what it will cover.
Planned topics
- Explain how the client portal connects one client with their jobs and mount progress.
- Outline supported views and tasks: job details, stages, photos, messages, invoice links, and payment options when enabled.
- Distinguish the shop preview from an individual client portal.
- Explain the connection to portal access messages and the client record.
Guides in this section
- Send a client their portal link
- Customize the client portal
- Explain progress stages to clients
- Let clients upload photos