Features / Client Portal
Client Portal
Allow clients to update their information themselves through a customisable, controllable portal that matches your branding.
Update payment details
Allow customers to update their stored payment details (credit card / direct debit) for any regular stored payments.
Membership renewals
Instant one-click renewals and new memberships/subscriptions from the portal, with instant payment and receipts.
Financial history
Allow clients to view their payment history and generate financial year statements directly from the portal.
What you want
Set up the portal to show only the access you want for different client types. Customise the look, feel, colours and logo to match your branding.
One-click
Include one-click hashed links in emails, giving each client access to their portal directly from their email. Links are also available for specific sections of the portal rather than the entire portal.
Core details update
Allow users to update email, phone numbers, birthdays and other relevant contact details directly from their web browser.