Broadcasts

Announcements

Keep your clients updated with system alerts and news.

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Projects & Tasks

Manage projects, phases, and track tasks for all clients.

Deliverables Vault

Manage assets and files delivered to clients.

Item Name Project / Context Client Email Date Delivered Action
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Invoices & Billing

Invoice ID Client Email Amount Due Date Status Action
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Support Tickets

Ticket ID Client Subject Priority Status Action
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Scheduled Meetings


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Global Settings

Configure portal preferences, SMTP, and integrations.

General Settings

Email & SMTP Settings

Payment Gateways & Billing

Manual Bank Transfer

Stripe Integration

PayPal Integration

Meeting Availability Settings

Set the start time, end time, and slot duration for client meetings.

Access & Security

Allow Self-Registration
If enabled, new clients can sign up themselves.