📔
Hubflo Quick Start Guide
Go to Hubflo
  • Hubflo - Quick Start Guide
  • 1/ Get ready
  • 2/ Basic setup
  • 3/ Beta launch of your portal
  • Maximize client engagement
  • Video tutorials
  • Knowledge base
  • More
    • Learn more about the portal
      • â˜‘ī¸Tasks
      • đŸ’ŦClient Messaging
      • đŸ–‡ī¸Embeds
      • 🔔Client Portal Notifications
      • đŸ•ĩī¸â€â™‚ī¸Testing the portal
    • 👀Projects
    • 📩Connect your email/calendar
    • 📱Install the Hubflo apps
    • 💰Billing
      • â„šī¸Set up your personal and business info
      • 💰Connect Stripe to collect payments
      • 🔗Connect to Quickbooks
      • 🔗Connect to Xero
      • Advanced
        • 🔁Recurring invoice/Subscriptions
        • 🛒Create your catalog of services
    • đŸ› ī¸Setup custom fields
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On this page
  • Option 1: browse our demo portal
  • Option 2: invite yourself to a portal workspace
  1. More
  2. Learn more about the portal

Testing the portal

Wondering what your clients' experience might look like?

PreviousClient Portal NotificationsNextProjects

Last updated 2 months ago

Option 1: browse our demo portal

We've created a demo portal so you can preview the client experience

The credentials are in the welcome note

Option 2: invite yourself to a portal workspace

  • Head to your Hubflo account

  • Go to "Client Portal"

  • Open any workspace portal

  • Click on "invite an existing client" (left menu > "shared with" section)

  • Select yourself and hit invite

You'll get an invite to set up an account on your client portal :)

đŸ•ĩī¸â€â™‚ī¸
https://w-agency.hubflo.com/