End customer portal | Voters

End customer portal

G J

Could there be a provision to have a portal for end customers (i.e customers of our agency clients) so they can manage bookings, payments, send documents and communicate with our clients. 
vcita.com has a portal solution for agency clients. So we must also have something similar if not better. 
Also could the portal be used for multi-purpose based on the client business/niche. i.e. a tenant portal for landlords or property businesses to manage tenants, payments, submitting issues, uploading & managing files, images, agreements and documents etc. Here's a sample screenshot.

March 10, 2023

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Krystal Bella

See their appointments reschedule appointments/book any of ours services/ also updates and shows some custom fields, i would love also to have checklists available to be tied to what they purchased:

https://www.loom.com/share/82456193939b4d24ad14cf64537cd54b?sid=0355ebea-6ea4-49dd-940f-5ab97bf57817

Robert Diaz

Amazing customization was done by one of the HL group members that makes the client portal look amd function the way a client portal should be https://www.loom.com/share/82456193939b4d24ad14cf64537cd54b

This was done with extensive customization, however it would be great to deploy something like this without much code.

G J

Sales & Marketing: 
Photographers, for example, use customer portals that offer much more than that offered by the native HL client portal. You can only see billing, documents, courses and access the community within the client portal at the moment. Its not yet possible to display photo galleries, with option to download photos, view contact info or business hours, chat with the business, view past or upcoming bookings or make a new booking, view an estimate of say a wedding photography project, sign a contract, pay an invoice or a charge, view all invoices, upload files or documents etc. 
Also I use opportunity custom fields for capturing price quotes and job info and it would be great to let customers view all relevant info in a table. 
Having these would be useful for most businesses, and make the HL offering complete. We’re forced to look at 3rd party solutions until when all these are available natively.

Dan Orr

Wondering if this would be suitable for my videography agency for clients to upload raw footage for me to edit, and then return?

Keith Besherse

Dan Orr, what I would do now is give each client a private channel where you and they are the only members and both are admins.

This would be an upgrade: https://ideas.gohighlevel.com/communities/p/create-private-channel-in-workflow-action

Jacob Radcliffe

Yes like this tech https://www.moxo.com/

Jan

Yes, it s very important, that a subscription plan from the end user can be canceld by the end user itself. Please make it real!

Tom Pacheco

Need this too. Also, some of their customers may have more than 1 job going at a time. We are using a separate opportunity for each "job." Would be great if we could also display different opportunity info on this portal. This needs alot more upvotes!

G J

RevEx Group, Core Platform & Sales & Marketing: Here's a sample agency portal.

Sheikh Mishu

definitely need this, we always get this request from our clients.