Client Portal
Our client portal is powerful software that can run on your Blue Sail Agency-powered website or your existing website. It allows clients to approve quotes, pay invoices, and review upcoming appointments. Additionally, clients can reschedule or cancel appointments, update their payment information on file, and see who is scheduled to their upcoming jobs.
Clients' ability to see information and use certain elements of the Client Portal is controlled by permissions that you can edit.
Clients' ability to see information and use certain elements of the Client Portal is controlled by permissions that you can edit.
Client Portal
Empower your clients with a web portal that is as beautiful as it is functional.
Design
Beautiful design, perfectly responsive, and a great user experience are defining characteristics of the Client Portal.
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Permissions
Allow clients to do as much or as little as you'd like by setting access permissions.
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Authentication
Sign up is easy and security is robust. Your Client Portal will feature the same advanced authentication system that Blue Sail Agency uses including two factor authentication.
Contact Information
Clients will be able to update their contact information, billing address, and profile picture.
Properties
Clients can add, edit, and delete properties as well as modify their default property (permission required).
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Notifications
On-page notifications will alert clients to due/overdue invoices, outstanding quotes, and upcoming appointments.
Document Access
Clients will have access to all of their invoices, quotes, and future appointments (permissions required).
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Payments
Clients can update their default payment card, add tips to invoices, and make payments on completed work (permissions required).
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Team Members
Clients can see which of your team members are scheduled to their job, as well as their pictures and phone numbers (permissions required).
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Scheduling
Clients can adjust the scheduled time of their appointment or cancel their appointment if it is no longer needed (permissions required).
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A Free Plan that Rocks
Your website is always free.
Quoting, invoicing, and other features are free until you reach $1,000 in monthly sales.
No credit card required. No strings attached.
Start For Free
Quoting, invoicing, and other features are free until you reach $1,000 in monthly sales.
No credit card required. No strings attached.