Secure Client Portal
Spend less time managing customers by empowering them with a secure client portal.
A user-friendly client portal gives customers the power to manage their services and requests so they can access everything they need without having access to you 24/7.
Personal Profiles
Decrease back and forths and increase self-service with a secure client portal.
- Give clients access to a secure client portal to log in using a unique username and password.
- Empower customers to make payments, schedule or re-schedule appointments, and do more without having to reach out to you directly.
- Make it easy for customers to send you messages directly from their client portal.
Impress Clients
Create a client experience that leads to more clicks and better communication.
- Customize an intuitive client portal that puts everything customers need in one centralized place.
- Create easy, one-click action buttons so customers can call, pay, schedule and send an email, in an instant.
- Make it easy for customers to upload paperwork, send files, get directions to your location(s) and more without pulling you away from your work.
Secure Client Portals FAQs
Questions about client portal? We’ve got answers.
Can I customize what actions my clients see or take within their Client Portal?
Yes. You can easily customize what your client sees when they log in to their secure portal by choosing select action buttons (like book, call or pay) or by creating custom action buttons.
What does my client see when they log in to their Client Portal?
When clients log in to their Client Portal, they will be able to take action and easily connect with your business, including:
- Booking a service or appointment
- Sharing a document, photo or file
- Making a payment
- Access prior interaction and history with that business
Can I invite my clients to use or log in to their Client Portal?
Yes, to invite clients to log in to the portal via a direct email link, follow these simple steps:
- Find the customer’s Client Card
- Select ‘More’
- Select ‘Invite via Email’ and add their email address
What is client portal software?
Client portal software gives customers a secure dashboard to log in and interact with your business. In one easy-to-use dashboard, customers can schedule and reschedule appointments, make payments, contact your team, upload signed documents, and more.
What is the difference between a client portal solution and a CRM?
Client portal software is customer-facing – it’s a secure dashboard where your clients can log in to book appointments, pay invoices, and reach out to your team. On the other hand, a CRM is where you and your team can manage your customer interactions and every aspect of their buying journey – from messages and customer support to lead nurturing and marketing. Unlike a client portal solution, customers cannot log into your CRM software.
Do I need a client portal as a small business?
Technically, a small business doesn’t need a client portal; however, there are several great benefits to using one. A client portal solution gives your customers a secure dashboard where they can schedule and reschedule appointments, make payments, reach your team, share signed documents, and more, saving your team endless phone calls and time.
What is the best software to use for a client portal?
Check out Thryv for the best client portal software. With our software, you’ll have a secure dashboard for each customer to log into. Once they do, they can schedule and reschedule appointments, make payments, reach your team, share signed documents, and more, saving you and your team time and headaches.
