Mainflow now features a client portal that allows your clients to view their projects, estimates, invoices, and more! In this guide, we will walk you through the process of enabling the Client Portal feature for your clients to enhance business relationships and transparency.
Enabling Client Portal Feature #
Please note that the Client Portal is a premium feature and requires the Mainflow Pro version. To enable this feature:
- Navigate to the Mainflow Dashboard.
- From the menu, click on Clients.
- Click on the Action options.
- From the actions, select Edit.
In the Edit modal, you will see a new option called Client Portal Access at the bottom.
- Toggle the option On.
- Click Save Settings.
Accessing the Client Portal #
You can access the client portal by adding /workspace/ to the end of your domain, like: site.com/workspace/.
Your client will receive an email with their credentials and an access link to the client portal. The email will look like this:
The client must click on the Login URL and enter their credentials to access the portal.
Features Available in the Client Portal #
After logging in, your client can view their estimates, invoices, projects, and change their password for enhanced security.
Estimates #
Your client can view all their estimates and their statuses.
They can accept or decline estimates directly from the portal by clicking on the Action option next to the estimate, then selecting Preview. This will open a new window with the estimate they can accept or decline.
Invoices #
Clients can view all their invoices and statuses in the Invoice section. They can also preview, download, and print the invoices as needed.
Projects #
All the projects assigned to your client will be visible in the Project section.
Clients can see the project overview and make certain adjustments, such as adding tasks, activities, notes, files, invoices, and estimates.
Changing Password #
Clients can change their password by visiting the Settings menu.
