Client Portal Enhancements
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G J
Can the client portal contain pluggable features i.e. make Memberships etc. visible only when selected (those who sell courses)?
Dental practices, lawyers, gyms, retail, and other local businesses, etc. can't benefit much from the new offering.
So can these new features be added to expand the usability features and be made available to all kinds of clients (and their customers)?
- View and manage billing history, payment methods, invoices, and subscriptions
- View and manage past and upcoming bookings
- View (and maybe send) messages (integrated chat option with the location owner or assigned staff member)
- Share documents
- View, upload, download, and manage all documents
- Sign estimates/proposals
- Integrate forms and surveys for raising issues and collecting feedback etc.
- View checklists (feature requested separately)
- View Reports (agency clients only)
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Damian Estevez
I agree!
This is already being upvoted at about 150 votes
Lets consolidate these to get these moving up
Upvote there
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Jan
Yes, please make it real! Very important!
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G J
Can we have the branding moved to the top of the login box? It's not looking great on top of the background image.
Can we expect to have further customisation capabilities using CSS in the future?
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G J
A similar idea.
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Ted Williamson
I work with accountants and other professionals who collaborate a lot with clients in portals, so client tasks and esignatures are a must. and docs. Basically the ability to customize with what each person needs.
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Carolyn Jordan
I work in the wellbeing space and this would be really helpful - I need to be able to record information from client sessions and view the history easily!
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Colin Brown
Yes, this would be nice for CPAs to be able to upload documents