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Viewing the Client Portal
Viewing the Client Portal

How to see what your client will see in their client portal

Justin Morabito avatar
Written by Justin Morabito
Updated over a week ago

The Client Portal is where your client will see everything you do for them. Their galleries, invoices, questionnaires, contracts, and more will all be available in one place in their client portal.

If a client has more than one shoot with you, they will see a shoot chooser as the landing page on their client portal, and they can select which shoot they'd like to view the details for.

To see what a client's portal will look like, go to the Clients & Contacts page of any Lead or Shoot. Click on the three dots in the top right of the contact, and select the "View as Client" button, which will redirect you to the client portal and show it to you as if you were logged in as that client.

Alternatively, when you are editing a contact, click on the three dots on the top-right corner of the modal, and click the "View as Client" button.

The last way to view the client portal is directly in the client shoot, In the top right of the shoot overview you'll have the option to view the primary clients portal

Note: If your browser has popups blocked, clicking the "View as Client" button may not open up the page. Try turning off your pop-up blocker and click the button again.

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