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Client Portal
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Creating your accountCompleting onboarding (3 steps)Setting up Stripe ConnectAdding your first clientSending your first reminderUnderstanding your dashboard
Adding a new clientEditing client detailsUnderstanding client statusIndustry-specific fieldsArchiving and removing clientsClient limit on Free planSetting up session schedules
How automatic reminders workThe 5-stage reminder sequenceSending manual remindersCustomising reminder messagesTemplate variables explainedViewing reminder historyReminder delivery statusWhy some reminders show as bounced
How clients pay youRecording manual paymentsUnderstanding processing feesFee handling: absorb vs pass-throughViewing payment historyAutomatic receiptsResending a receiptCreating and sending invoices
What is the client portal?Sharing portal links with clientsWhat clients see in their portalHow clients make paymentsRegenerating portal linksPortal branding
Calendar viewsColour-coding by service, client, or statusTaking action from calendar eventsUnderstanding calendar statsExporting to iCal or Google Calendar
Understanding your stat cardsCollection rate explainedIncome forecastNeeds Attention listRecent activity feed
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Updating your profileUploading your business logoSetting up reminder automationCustomising receipt messagesMonthly summary emailNotification preferencesChanging your passwordEnabling two-factor authenticationManaging active sessions
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Exporting your dataDeleting your accountHow we protect your data
Email reminders not sendingStripe connection issuesPayment not showing as receivedClient can't access their portal"Client limit reached" error

Portal branding

Make the portal look like yours.

3 min read

Adding your branding

Your portal automatically uses your business name. You can also add your logo.

Adding a logo

  • Go to Settings → Profile
  • Find "Business Logo"
  • Click Upload
  • Choose an image file
  • Save

Your logo appears on:

  • Client portals
  • Reminder emails
  • Invoices
  • Receipts

    • Logo guidelines

    For best results:

  • Use a square or rectangular image
  • Minimum 200 x 200 pixels
  • PNG or JPG format
  • Clear, high contrast

    • Business name

    Your business name shows prominently on the portal. Update it in:
    Settings → Profile → Business Name

    Why branding matters

    Branded portals:

  • Look professional
  • Build trust with clients
  • Reduce confusion (clients know it's from you)

    • No logo yet?

    That's fine! The portal still looks professional using your business name.

    Related: Uploading your business logo

    PreviousRegenerating portal links

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