ℹ️Understand how the client portal works

With a Hubflo Client Portal, you can streamline collaboration with your customers and elevate your client experience.

It provides you and your customers with a single digital hub to share documents, project updates, invoices, messages and more.

How it the client portal works

Your client portal will be hosted on a dedicated Hubflo subdomain that you can customize (like business_name.hubflo.com)

You can customize the client portal with your logo, cover picture, and set your brand color.

When they're not logged in, clients will see your public page with a login button.

Each client has a unique client portal login (their email) and password

Public profile - What clients see when they land on your domain without being logged in

What clients see when they log in

Once they log in, clients will see all the portal workspaces you've shared with them.

Workspaces are private sections in your client portal for sharing content and tasks, open to one or more clients. You can have a single workspace per client or set up multiple workspaces for one client to handle various projects. If a client has access to multiple workspaces, they will see them inside the client portal. Clients have unique client portal access. See the example below

General structure (client view)

Here is the general structure of a client portal from your customer’s perspective:

Billing and Messaging apps are set at the root level of the client portal and will be visible to all clients (provided that you sent them an invoice or started a chat with them).

Here is a visual outline of how your client portal works

FAQ

What invoices and proposals can a client see?

Clients can only see invoices, proposals, and subscriptions that are addressed to them.

Meaning, they have to be set as the recipient when you create the document.

It won't be visible to the other contacts linked to the same company.

If there is no proposal or invoice to display for a client, the "billing" tab will be hidden.