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Client Portal - Permissions

Each business is unique in the level of client portal access that they'll want to allow. As a result of this, we've developed a set of permissions that you can modify at any time that will grant or restrict functionality.

General Access

Website visitors can access Client Portal

Clients can add and update property addresses

Quotes

Clients can see quotes

Clients can approve and reject quotes

Invoices and Payments

Clients can see invoices

Clients can add a new default payment card

Clients can pay invoices via payment card

Future Appointments

Clients can see future appointments

Clients can prepay for future appointments

Clients can cancel an appointment if it is X days or more in the future

Clients can move an appointment if it is X days or more in the future

Clients can see who is scheduled to their future appointments

Clients can see the headshots of those who are scheduled to their future appointments

Clients can see the phone numbers of those who are scheduled to their future appointments

Clients can see reoccuring appointments

A Free Plan that Rocks

Your website is always free.

Quoting, invoicing, and other features are free until you hit $1000 in monthly sales.

No credit card required. No strings attached.

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