Client Portal Guide

Share this page with your clients to help them use the portal.

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Accessing Your Portal

When your service provider sends you a quote or invoice, you'll receive an email with a View button. Click it to access your personalised portal.

No Password Needed

You don't need to create an account or remember a password. Each email contains a secure link just for you.

Viewing Quotes

When you receive a quote:

1. Click View Quote in the email
2. Review the services and pricing
3. Click Approve to accept, or Decline if not interested
4. Optionally add a note with your response

Paying Invoices

When you receive an invoice:

1. Click View Invoice in the email
2. Review the charges
3. Click Pay Now
4. Choose a saved card or enter new payment details
5. Done! You'll receive a receipt by email.

Saving Payment Methods

Save your card for faster payments in the future:

1. When paying an invoice, click Add Card
2. Enter your card details securely
3. Your card is saved for next time

Managing Saved Cards

To view or manage your saved cards:

1. Click your profile icon (top right corner)
2. Select Payment Methods
3. Here you can:
   • View all your saved cards
   • Add a new card
   • Remove cards you no longer want
   • Set a default card for payments

Security

Your card details are stored securely with Stripe. Your service provider never sees your full card number.

Requesting Service

Need additional work? Submit a request:

1. Access your portal
2. Click Request Service
3. Describe what you need
4. Submit

Your service provider will follow up with a quote.

Viewing Work Photos

Your service provider may share photos of completed work:

1. Access your portal
2. View a completed visit
3. Click on any photo to see the full-size image
4. Use the arrows to browse through all photos

Before & After Photos

Many providers share before and after photos so you can see the transformation even if you weren't home during the visit.

Viewing History

See all your past quotes, jobs, and invoices in one place:

1. Access your portal
2. Browse your history
3. Download invoices as PDF if needed

Questions?

Contact your service provider directly - their details are shown in your portal and on all communications.