Customer Portal
complete
J
John Drennan
When a reoccurring purchase is made, customer should be able to login and manage cards and subscriptions.
Log In
n
nader Abed
This is amazing
S
Sales & Marketing
complete
This is now live under Sites -> Client Portal
H
Houtan Hormozian
Sales & Marketing - Can you please tell us what has been completed or updated to the Customer Portal section? is there a update/change log we can review? Thank you!
S
Steve Day
Hi, just seen this is now live!! :) SITES > Client Portal
S
Steve Day
This is essential to allow clients to update payment information etc. any ideas when this will be launched?
C
Chris Bigelow
We need this as soon as humanly possible!
B
Brito Marketing
CLIO is an strong platform for CLIENTS PORTAL where they can upload documents, see their progress through out the company, clients can chat and do reports inside, https://www.clio.com/
R
Robert Carter
Brito Marketing We're wanting this features inside of GHL, not a separate system. Since GHL already does the chat, upload documents and many other of these things, we don't really want to pay for a 3rd party that we then have to integrate with GHL to keep everything in one place.
J
Jan
Yes please! A end-Customer should be able to cancel a subscription for himself....
C
Cinematic Addicts
We should also be able share anything with clients like deliverables or project updates, Request Files, copy of contracts, forms ,documents, photos, videos, etc.
M
Maximilian Loose
this is also very important to keep addresses up to date. And a place for them to view invoices
S
Sales & Marketing
in progress
G
G J
J
Jan
Yes please! A end-Customer should be able to cancel a subscription for himself....
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