workflow · Public · client portal
Use the client portal
See your stuff.
5 min to completeportal, customerUpdated 2026-05-26 · v2
Why use this
You sign in to the client portal to see invoices, bookings, files, and messages on you.
Benefits:
- One place for everything the business shares with you
- Magic link sign-in, no password
- Stays in sync with whatever the business updates
Who this is for: Customer. Time to complete: ~5 minutes.
Outcome
You see your items.
Steps
- Open /portal/[tenantSlug].
- Sign in via magic link.
Related
- help-public-portal.