You have questions? We have answers!


Installing Client Portal on your WordPress website or subdomain

2 articles

Getting Started

Getting started with Client Portal and setting up your first portal

1 article


Making Client Portal your own with our customisation options

9 articles


Problems with Client Portal? Check out our most common troubleshooting docs

2 articles


Keeping your files and documents safe and secure with Client Portal

2 articles

Users & Roles

Manage user permissions and see who can access your portals

3 articles

Working with clients

Using Client Portal with your clients to hyper improve your process

1 article

For developers

Advanced Client Portal customisations for the more technical folk

1 article