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Portal Configuration

Configure which features are available to customers in their portal.

Accessing Portal Settings​

  1. Go to Admin → Company Settings
  2. Navigate to the Client Portal section
  3. Configure features and options

Feature Toggles​

Control which sections customers can access:

Selections​

  • Setting: Enable Selections
  • What it does: Allows customers to view and make product selections
  • When to enable: When you want customers to choose finishes, materials, or options

Project Logs​

  • Setting: Enable Project Logs
  • What it does: Shows daily work performed on the project
  • When to enable: To keep customers informed of progress

Schedule​

  • Setting: Enable Schedule
  • What it does: Displays the project timeline and milestones
  • When to enable: When you want to share the project schedule
  • Note: Only schedule items marked as "client viewable" will appear

Messages​

  • Setting: Enable Messages
  • What it does: Enables two-way communication
  • When to enable: For direct customer communication through the portal

Billing & Payment​

  • Setting: Enable Billing & Payment
  • What it does: Shows invoices and payment options
  • When to enable: When customers should view/pay invoices online

Team​

  • Setting: Enable Team
  • What it does: Shows project team members and their roles
  • When to enable: To help customers know who to contact

Documents​

  • Setting: Enable Documents
  • What it does: Provides access to contracts, files, and photos
  • When to enable: To share project documentation

Help & Feedback​

  • Setting: Enable Help & Feedback
  • What it does: Displays your help articles and FAQ
  • When to enable: To provide self-service support

What to Expect​

  • Setting: Enable What to Expect
  • What it does: Shows process information and expectations
  • When to enable: To educate customers about your process

Payment Configuration​

Online Payments​

If you use Checkbook.io for payments:

  1. Enable Checkbook.io integration in Admin → Integrations
  2. Enable Invoice Payments in portal settings
  3. Customers can pay invoices directly from the portal

For other payment providers:

  1. Set a Custom Payment Link in portal settings
  2. Use {{publicIdHash}} as a placeholder for the project ID
  3. Example: https://pay.example.com/invoice/{{publicIdHash}}

Payment Message​

Add a custom message displayed on the billing page:

  1. Enter text in Payment Message field
  2. This appears above the invoice list
  3. Use for payment instructions or policies

Contact Information​

Configure how customers can reach you:

Email Contact​

  1. Enable Show Email Contact
  2. Enter the contact email address
  3. Set a custom title (e.g., "Questions?")
  4. Add a description (e.g., "Email us anytime")

Phone Contact​

  1. Enable Show Phone Contact
  2. Enter the contact phone number
  3. Set a custom title (e.g., "Need Help?")
  4. Add a description (e.g., "Call during business hours")

Document Folders​

Sharing Files​

Specify which folder's contents appear in the portal Documents section:

  1. Set Document Folder Name in settings
  2. Files from this folder will appear to customers
  3. Leave blank to use default behavior

Unreleased Invoices​

Control visibility of unreleased invoices:

  • Show Unreleased Invoices: Customers see all invoices including unreleased
  • Hide Unreleased Invoices: Only released invoices appear

Best Practices​

Feature Selection​

  • Start with fewer features and add more as needed
  • Consider your workflow when enabling features
  • Enable messaging for better customer communication

Payment Setup​

  • Test payment links before going live
  • Include clear payment instructions
  • Set up payment notifications

Documentation​

  • Create help articles before enabling Help & Feedback
  • Keep "What to Expect" content current
  • Update process information as it changes