How to set up your Dubsado Client Portal

TL;DR

Learn how to activate and customize Dubsado's client portal, which allows you to share documents and project information with your clients.

Transcript

hi i'm emma a certified dubsado specialist in today's video we're going to go over dubsado's client portal and how to customize it with your branding to get started dubsado's client portal is basically one place where you house all the documents and information about your client's project and you share that with them and the way to activate a porta... Read More

Key Insights

• 💁 Dubsado's client portal is a valuable tool for organizing and sharing project-related documents and information with clients.
• 💌 The portal can be activated manually or through workflows, and the client is notified via email or smart fields.
• 👻 Customization options in Dubsado allow you to brand the portal with logos, banners, colors, and fonts.
• 🗨️ It is important to consider device compatibility when designing custom portal banners, ensuring important elements are on the left side.
• 🚗 Using Canva, you can create custom portal banners that align with your branding and dimensions for both desktop and mobile.
• 🆘 Uploading a compressed image to Dubsado's portal settings helps optimize loading and display.
• 💁 The portal provides clients access to a summary of business information, project details, emails, forms, invoices, and their profile information.

Questions & Answers

Q: How do you activate a client portal in Dubsado?

To manually activate a client portal, go to a project, scroll down to the portal section, and activate it. You can also use smart fields or email to send the client the portal link and login information.

Q: What information is accessible to clients in the portal?

Clients can view business information, unread emails, incomplete forms, open invoices, project details, email threads, and their profile information. Appointments can also be displayed if scheduled within the project.

Q: Can you customize the client portal to match your branding?

Yes, Dubsado allows customization of the portal. You can customize the welcome message, change the wording from "Projects" to something else, upload a portal-specific logo and banner, choose banner colors and font colors, and even embed the portal login into your website.

Q: How can you create custom portal banners in Canva?

In Canva, create a design with dimensions of 1800 x 200 pixels for desktop and 700 x 400 pixels for mobile. Design using images, patterns, icons, and other elements that match your branding. Ensure important elements are on the left side to prevent cutting off on different devices.

Key Insights:

• Dubsado's client portal is a valuable tool for organizing and sharing project-related documents and information with clients.
• The portal can be activated manually or through workflows, and the client is notified via email or smart fields.
• Customization options in Dubsado allow you to brand the portal with logos, banners, colors, and fonts.
• It is important to consider device compatibility when designing custom portal banners, ensuring important elements are on the left side.
• Using Canva, you can create custom portal banners that align with your branding and dimensions for both desktop and mobile.
• Uploading a compressed image to Dubsado's portal settings helps optimize loading and display.
• The portal provides clients access to a summary of business information, project details, emails, forms, invoices, and their profile information.
• Dubsado's client portal offers additional functionalities such as displaying appointments, shared tasks, and email threads.

Summary & Key Takeaways

• Dubsado's client portal is a centralized location for storing and sharing project documents and information with clients.

• Portals can be activated manually within a project or through a workflow.

• Customization options include branding elements like logos, banners, colors, and fonts.