What Your Clients Can See in the Dubsado Client Portal

TL;DR

Learn what information clients can see in the Dubsado client portal and how to manage it effectively.

Transcript

have you ever written notes inside of dubsado about a client and then asked yourself can the client see this in the client portal if so then I've made this video for you welcome back to the productive code youtube channel my name is Rae and I am here to help you master all things Dubsado so that you can have a more efficient business with less stre... Read More

Key Insights

• 📂 The client portal in Dubsado allows clients to access certain information about their project, such as emails, forms, and invoices, but not everything on the back end.
• 🔒 Anything in the workflows and notes tabs is only visible to the user and not to the client in the client portal.
• ✉️ Clients can review all the emails exchanged between them and the user in the client portal.
• 📆 The home page of the client portal shows clients any unfinished tasks, such as unsigned contracts, open invoices, and incomplete forms.
• 👤 Clients can update their profile information in the client portal by clicking on the cogwheel icon.
• 📝 Forms sent to clients will only appear in the client portal once they have been sent from the back end.
• 👁️ The client portal also displays the number of unread emails, forms, and open invoices a client has.
• 📚 Dubsado offers a free five-day email course called Dubsado Workflow Secrets that provides tools for building strong workflow foundations in Dubsado setup.

Questions & Answers

Q: Can clients see all the information in the project section of Dubsado?

No, clients can only see certain information such as emails, invoices, and forms. Workflows and notes are kept private.

Q: How can I add forms to the client portal?

In the forms section of the project, select the desired form from the dropdown and click "Send". It will then be visible to the client in the portal.

Q: Can I keep private notes or information in Dubsado?

Yes, the workflows and notes sections are only visible to you as the user. Clients cannot see this information in the client portal.

Q: What can clients see when they log into the client portal?

Clients can see unfinished business such as unsigned contracts, open invoices, and incomplete forms. They can also review emails exchanged and access their project details.

Q: Can task boards be shared with clients?

Yes, task boards have a sharing feature that can be turned on to make them visible in the client portal. Otherwise, they are for internal use only.

Q: How can clients update their profile in the client portal?

Clients can click on the cogwheel icon in the profiles tab to edit and update their profile information.

Q: Is there a way to track client communication in the client portal?

Yes, clients can review all the emails exchanged with you in the client portal, ensuring transparent and organized communication.

Q: Are there any additional resources for learning about Dubsado workflows?

Yes, the video mentions a free five-day email course called Dubsado workflow secrets, which provides tools for creating strong workflows in Dubsado setup. The link is provided in the video description.

Summary & Key Takeaways

• The project section in Dubsado contains all the information related to a specific client project.

• Clients can view emails, invoices, forms, and other relevant information in the client portal.

• Workflows and notes can be kept private and are not visible to clients, but task boards can be shared if desired.