Share the client portal
The client portal is a branded web page for your client — their invoices, their proposals, and a booking form — with no account or login required. You share it as a link; they open it in any browser.
Getting the link
- For one invoice: open the invoice and click Portal link — the direct link to that invoice is copied to your clipboard. Perfect for texting.
- For a proposal: open the proposal and click Copy Link, or just click Send — the emailed Review & Accept button carries the link. See what your client sees.
- The client's portal home lists all of their invoices and proposals in one place, plus the appointment booking form.
What it looks like
The portal carries your brand: your header logo (from Settings) on a clean, professional page — always rendered in a crisp light theme regardless of your own app preferences. To your client, it's simply your portal.
What clients can do
| Section | What they see |
|---|---|
| Your Invoices | Every invoice with amount and status, each opening the full document |
| Your Proposals | Proposals you've sent, with one-click review and e-signature acceptance |
| Book an Appointment | A request form that lands straight on your calendar |
Treat links like keys
Portal links don't require a password — that's what makes them frictionless for clients. Share each client's link only with that client, through a channel you'd trust with the invoice itself (their email, their phone number). If you're ever unsure who has a link, you can simply stop using the portal for that client and deliver invoices as PDFs instead.