The client portal

Goal. Know what your client sees when opening the portal: their cases, the documents they still owe, their quotes and payments, their appointments and their details, protected by a PIN.

Prerequisites. The portal link is generated from the client's page in the CRM with the "Send the client portal" permission; the procedure is in the article "The client portal" of the "Clients" category. The client needs the link and the last four digits of the phone number recorded in the CRM.

Entering the portal

1. The client opens the link received. The "Client portal" page states "PIN-protected" and offers the language, Spanish or English.
2. They type the last four digits of their phone number and click "Enter".

The link is read-only and expires after 90 days. Each client has a single link: generating a new one from the CRM replaces the previous one, and "Revoke" voids it instantly.

What the client sees

• "Dashboard": a greeting, "Verified client", "Client since" and the figures "Active cases", "Pending", "Balance" and "Next appt". With an appointment scheduled, "Your next appointment" shows the day and time and "Add to my calendar" downloads the file for their calendar.
• "My cases": each case with its service, its number and its progress, "Stage N/M" with the current stage marked "You are here", or "Completed ✓". Under "Still needed from you" appear the pending documents of the checklist, and the client can upload them, as JPG, PNG, WebP or PDF up to 15 MB; the file arrives in the case as "Sent · under review".
• "Quotes & payments", "Payments" on the phone: the "Financial overview" with their "Quotes" and the "Issued" date, their "Payments", with what is paid of the total, each as "Payment received", "Pending payment" or "Overdue payment", and the "Balance due". With Stripe connected, "Pay now" opens the payment link. The "Billing profile" shows their name and phone.
• "My profile": the "Contact details", "Full name", "Phone number", email and "Preferred language". If any detail changed, the portal tells them to inform their advisor; the client edits nothing from the portal.

Archived cases are not shown. The footer reminds that "This page is informational and only shows your information." and links to the business's privacy policy and terms.

Troubleshooting

• "Wrong PIN. Try again." The PIN is the last four digits of the phone stored on the client's page; if the number changed, correct it in the CRM and generate a new link.
• "Too many attempts. Wait 15 minutes and try again." Access is temporarily blocked after several wrong PINs.
• "This link is no longer available or has expired. Contact your advisor to receive a new one." The link expired, was revoked or another one was generated. Generate a new one from the client's page.

• The client cannot upload a document. "The file is over 15 MB.", "Invalid format. Use JPG, PNG, WebP or PDF." or "You reached today's upload limit." state the reason.
• The client does not see a case. It is archived, or it belongs to another client record.