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Client Portal Setup

Overview

The client portal allows your clients the ability to login and see their contact information, events, and invoices. Clients can access the portal either be an email provided by you or by embedding the client portal into your business's website.

How to Setup a Client's Password

Note: if you have the client portal added to your website a client can request a password directly from the portal.

  1. Open and login to StudioCloud
  2. Edit the Client in the Clients Component
  3. Enter the password for the client in the field called "Portal Password"
  4. Click the save button

How to Send an Email Link With The Client Portal To A Client

  1. Open and login to StudioCloud
  2. Edit the Client in the Clients Component
  3. Go to More Actions and Select Send Email To Client For Client Portal
  4. Send The Email.

How to Add the "Client Portal" Form to your Website

Note: if you have the client portal added to your website a client can request a password directly from the portal.

  1. Open and login to StudioCloud
  2. Go to the Client Settings tab under Cloud Services
  3. Click the Online Client Portal button
  4. Click the Show HTML Code button located in the Online Client Portal window
  5. Copy and paste the HTML code (without changing anything in it) into a new HTML webpage within your website.

 When you visit your web page in your browser it should now display the StudioCloud Client Portal module on your website.