21 Articles

Client Portal

Last update a day ago

BoothBook

Give each client access to their very own portal where they can manage their Booking, view invoices, make payments, sign their contract and purchase add-ons. Design the client portal to suit your branding and business needs.

How to view bookings as a client

Last update 4 months ago

What can my customer use the client portal for?

Last update a year ago

How to Edit the Layout or Remove Blocks in the Client Portal

Last update a day ago

How to create a custom block in the client portal

Last update 4 months ago

How to show or edit a Review block in the client portal

Last update 4 months ago

How to show or edit a Job List block in the client portal

Last update 4 months ago

How to show and edit an Order Summary block in the Client Portal

Last update 4 months ago

How to show an Upsells block in the client portal

Last update 4 months ago

How to allow Customers to make Payments in the client portal

Last update 4 months ago

How to show and edit an Assigned Staff block in the client portal

Last update 4 months ago

How customers view their Client Portal

Last update 2 days ago

How does a client view their Invoice

Last update 8 days ago

How does a client view their Contract

Last update 8 days ago

How to assign a contract template to an individual Booking

Last update 8 days ago

How to add an Action button

Last update 2 months ago

How to show an Artwork block in the client portal

Last update 13 days ago

How do Clients review artwork in the client portal

Last update 13 days ago

Client Portal Overview

Last update a month ago

How to view forms inside the client portal

Last update a month ago

How to enable client portal messaging

Last update a month ago

Logging into the client portal

Last update 2 days ago

Client Portal

How to view bookings as a client

What can my customer use the client portal for?

How to Edit the Layout or Remove Blocks in the Client Portal

How to create a custom block in the client portal

How to show or edit a Review block in the client portal

How to show or edit a Job List block in the client portal

How to show and edit an Order Summary block in the Client Portal

How to show an Upsells block in the client portal

How to allow Customers to make Payments in the client portal

How to show and edit an Assigned Staff block in the client portal

How customers view their Client Portal

How does a client view their Invoice

How does a client view their Contract

How to assign a contract template to an individual Booking

How to add an Action button

How to show an Artwork block in the client portal

How do Clients review artwork in the client portal

Client Portal Overview

How to view forms inside the client portal

How to enable client portal messaging

Logging into the client portal

Other Categories

Artwork

Automations

Availability

Branding

Changelog

Checkout

Connected Accounts

Contacts

Contracts

Conversations

Discounts & Coupons

Documents

Expenses

Files

Forms

General

Invoices

Job Management

Locations

Payments

Pictor

Products

Projects

Proposals

Reports

Reps

Roadmap

Services

Shift Scheduler

Support

Tasks

Tax

Teams

Travel Fees

Users

Vehicle

Venues

Views

Widgets

Client Portal

How to view bookings as a client

What can my customer use the client portal for?

How to Edit the Layout or Remove Blocks in the Client Portal

How to create a custom block in the client portal

How to show or edit a Review block in the client portal

How to show or edit a Job List block in the client portal

How to show and edit an Order Summary block in the Client Portal

How to show an Upsells block in the client portal

How to allow Customers to make Payments in the client portal

How to show and edit an Assigned Staff block in the client portal

How customers view their Client Portal

How does a client view their Invoice

How does a client view their Contract

How to assign a contract template to an individual Booking

How to add an Action button

How to show an Artwork block in the client portal

How do Clients review artwork in the client portal