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Growth Suite: Client Portal

Growth Suite’s Client Portal is where your clients can securely make payments, view invoices, update their payment methods, and contact your agency.

The portal features your logo and agency colors throughout, providing a consistent and professional experience for your clients.

There are six main areas of the portal: Account creation, Active Invoices, Billing history, Reports, Contact, and the Dropdown menu.


Table of Contents

1. What does the Client Portal look like?
2. Shadowing the Client Portal


What does the client portal look like?

Account creation and invoice payment

This is where your clients create their profile and approve and pay their first invoice.


Active invoices

Your clients can view invoices for currently active services here.

Billing history

This page contains your client’s invoices and payment history. Prior invoices can be downloaded at any time.

Reports

Your client can view the entire history of Client Reports for each of their sites. Haven’t set up these free reports for your client yet? Learn more.

Contact support

Clicking this button will connect your client with your agency for support.

Your clients can view their profiles, update payment method or sign out by clicking on their user icon.

Note

Take a look at what the client sees in an email in this help doc!

Shadowing the Client Portal

To help you aid your clients as they use the portal, Flywheel offers the ability to “shadow” (or preview) their portal. Shadow Mode allows you to browse and view the portal exactly as your client sees it, and even make certain (though not billing) changes on their behalf.

We hope this level of transparency keeps you in the loop, increases your understanding of the client experience, and helps you speak knowledgeably about the Client Portal, should your clients have questions.

From the Client page, click the Go to client portal link found below the client’s name.

Browsing the Client Portal

Once you’re in the portal, you will see a green frame around the content area. This is in place to remind you that you’re in Shadow Mode. Keep in mind as you browse that any changes you make will be saved.

You can exit the portal view by clicking the Return to Flywheel button in the top right corner of the frame.

Note

For more information on the different areas of the portal, check out this help article:

Limitations when Shadowing

🚨 Not so fast there, buddy!

There are a few actions locked down within the portal, specifically around payments. When shadowing a client you cannot accept invoices or submit payments. These actions can only be approved and completed by your client.


Check out our Client Portal video:


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