The portal is where clients look after themselves: services, invoices, quotes, payments, tickets and their own details.
- DashboardTheir services, quotes, tickets and unpaid invoices at a glance, with a knowledgebase search.
- ServicesEvery service with its status, next due date, renewals and upgrade or downgrade.
- InvoicesView, download and pay, with any gateway you offer or a saved payment method.
- QuotesRead and accept proposals.
- SupportOpen tickets in the right department and follow the conversation.
- AccountContact details, contacts, users and their permissions, payment methods, email preferences and security, including two-factor sign-in.
Members and staff with a login have areas of their own: membership, dues and giving history for members; payslips, timesheets and time off for staff. Somebody who is also a client switches between areas from the account menu.
Light and dark
Both client themes have a light and a dark mode, and remember the visitor's choice.