What's the client portal?
The client portal is an easy way for your clients to read and reply to messages, review and accept quotes, and see and pay invoices.
Anytime you send a quote, invoice or an SMS message through YourTradebase, your client gets a link to the relevant section in your client portal.
What does the client portal look like?
Your client portal is branded with your company name or logo, and chosen paperwork colours.
Clients can select the 'phone' icon next to your name or logo to quickly grab your contact details.
Your contact details can be set or updated via Settings > Company details.
What can my clients do in the portal?
Depending on the type of message or paperwork you send, your clients can:
For quotes…
- View your message(s)
- Reply to your message(s)
- View the quote - read the help guide 👉
- Accept the quote - read the help guide 👉
- (Optional) Provide a digital signature in order to accept the quote - read the help guide 👉
For invoices…
- View your message(s)
- Reply to your message(s)
- View the invoice
- (Optional) Pay the invoice online with a credit or debit card - read the help guide 👉
For event confirmations…
- View your message(s)
- Reply to your message(s)
For other messages…
- View your message(s)
- Reply to your message(s)
Accessing the client portal
For you…
You can preview what your customer will see in the client portal for any quote or invoice. Just visit the paperwork and select Share > Get a client portal link > Preview in client portal to take a look for yourself.
For your client…
There's three ways for your customer to access their client portal:
- Quote and invoice email messages all contain a button/link which goes directly to that paperwork in the client portal
- Any SMS message you send will have a link to read your message, and see any related paperwork
- For quotes and invoices, you can grab a link to the portal and choose how you want to share that link. Visit your quote or invoice, then select Share > Get a client portal link.