How do I invite a client, and what do they see?

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Each client can have their own portal, where they book work, follow their projects and download what you deliver. 1. Open Clients and click "New client". Add the business and its primary contact, then save. 2. An invite dialog opens with the contact filled in. For a client you already have, open them and use "Invite to portal" on the Client portal card. 3. Add a personal note if you like. The dialog shows a preview of the exact email they will get. 4. Send it. They get a sign-in link. 5. Watch the Portal column in Clients. It reads Invited until they sign in, then Connected. "Resend invite" is on the Client portal card. In their portal the client sees Home, Projects, Book a session, Calendar, Files, Messages and Social, with Team, Providers, Storage, Invoices and Account under Setup. Clients book new work, see their projects and delivered files, message your team, and view and pay invoices. An invited client admin's first sign-in opens a short setup they can skip. A project's Discussion is the same thread the client sees on that project. Keep internal chat in ordinary Messages threads. The client's own admins decide what each of their people can see, such as invoices. Clients only see files in folders shared with them. Editing order folders start hidden. Clients cannot delete your files. Open Opsicom: https://app.opsicom.com/clients

How do I invite a client, and what do they see?

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