17 Articles

Client Portal

Last update 2 days ago

DJ Manager

Give each client access to their very own portal where they can manage their {{confirmed_job_singular}}, view invoices, make payments, sign their contract and purchase add-ons. Design the client portal to suit your branding and business needs.

How to view bookings as a client

Last update 3 months ago

What can my customer use the client portal for?

Last update 3 months ago

How to edit the layout of and remove blocks in the client portal

Last update 3 months ago

How to create a custom block in the client portal

Last update 3 months ago

How to show or edit a Review block in the client portal

Last update 3 months ago

How to show or edit a Job List block in the client portal

Last update 3 months ago

How to show and edit an Order Summary block in the Client Portal

Last update 3 months ago

How to show an Upsells block in the client portal

Last update 3 months ago

How to allow Customers to make Payments in the client portal

Last update 3 months ago

How to show and edit an Assigned Staff block in the client portal

Last update 3 months ago

How to add an Action button

Last update a month ago

How customers view their Client Portal

Last update 3 months ago

How does a client view their Invoice

Last update 3 months ago

How does a client view their Contract

Last update 2 days ago

How to assign a contract template to an individual Booking

Last update 2 days ago

How to view forms inside the client portal

Last update a month ago

How to enable client portal messaging

Last update 23 days ago

Client Portal

How to view bookings as a client

What can my customer use the client portal for?

How to edit the layout of and remove blocks in the client portal

How to create a custom block in the client portal

How to show or edit a Review block in the client portal

How to show or edit a Job List block in the client portal

How to show and edit an Order Summary block in the Client Portal

How to show an Upsells block in the client portal

How to allow Customers to make Payments in the client portal

How to show and edit an Assigned Staff block in the client portal

How to add an Action button

How customers view their Client Portal

How does a client view their Invoice

How does a client view their Contract

How to assign a contract template to an individual Booking

How to view forms inside the client portal

How to enable client portal messaging

Other Categories

Automations

Availability

Branding

Changelog

Checkout

Connected Accounts

Contacts

Contracts

Conversations

Discounts & Coupons

Documents

Expenses

Files

Forms

General

Invoices

Job Management

Locations

Payments

Products

Projects

Proposals

Reps

Roadmap

Services

Shift Scheduler

Support

Tasks

Tax

Teams

Travel Fees

Users

Venues

Views

Widgets

Client Portal

How to view bookings as a client

What can my customer use the client portal for?

How to edit the layout of and remove blocks in the client portal

How to create a custom block in the client portal

How to show or edit a Review block in the client portal

How to show or edit a Job List block in the client portal

How to show and edit an Order Summary block in the Client Portal

How to show an Upsells block in the client portal

How to allow Customers to make Payments in the client portal

How to show and edit an Assigned Staff block in the client portal

How to add an Action button

How customers view their Client Portal

How does a client view their Invoice

How does a client view their Contract

How to assign a contract template to an individual Booking

How to view forms inside the client portal

How to enable client portal messaging

Other Categories

Automations

Availability

Branding

Changelog

Checkout

Connected Accounts

Contacts