Client portals

NewA portal for every client

• Each client has their own workspace at a link, with an optional passcode.
• They see their plan, content, performance, links and calls, and where to book time with you. It's read only.
• The plan and content tabs look exactly like yours: same cards, same subtasks, same comments. The work you're already doing becomes work they can see.

Learn how: Sharing a client report →

NewPortal settings

• On any client, open Portal. Settings has two boxes: the address (link and passcode) and what they can see (which tabs are on).

ImprovedTeam profiles

• Add your photo, title, phone, bio and booking link under Settings > Personal.
• Your bio feeds the team slides in proposals, so write it like a client is reading it.