Click here to view screen shots of the client portal as well as setup instructions
The new client portal supports the following new features:
- A client can view their contact info.
- A client can update their contact info, if you so desire, using a Cloudform of your choosing.
- You can add additional CloudForms to the Client Portal so that clients can have options to book all sorts of different types of sessions/events/appointments
- Clients can view and esign contracts or view previously esigned contracts
- Clients can view and pay their invoice balances if you have a merchant account.
- Clients can also pay outstanding payment dues
The new client portal supports the following ways of letting customers access it:
- The client portal can be embedded in your website.
- The client portal can be emailed to your clients directly from StudioCloud
- The client portal can be added as a link in your email templates
The new client portal does require a paid subscription. Any subscription will give you access to the client portal.
No comments:
Post a Comment