Client Portal

Permissions

Features
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
Quotations
Clients can see quotes
Clients can approve and reject quotes
Invoices and Payments
Clients can see invoices
Clients can add a new default credit card
Clients can pay invoices via credit 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
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