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.
With the creation of either the first invoice or report your client will be emailed a link to create their account. After their account is created the link to your Client Portal can be found by navigating from your Flywheel Dashboard to Manage > Organizations > Select your Organization > Settings. Towards the bottom of the page, you’ll find your Client Portal Domain.
This domain can be shared with your clients, and once they log in, they will be able to access their invoices and modify their payment methods.
This section will show how a client views their portal within Growth Suite. The screenshots below give an example of what your branding and color choices will look like to your clients.
Here your clients can create their profile and pay their first invoice.
Your clients can view invoices for currently active services here.
This page contains your client’s invoices and payment history. Prior invoices can be downloaded at any time.
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.
Clicking this button will connect your client with your agency for support.
Your clients can view their profile, update their payment methods or sign out by clicking on their user icon.
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 changes (not billing) 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.
From the Client page, click the Go to client portal link found below the client’s name.
Once you’re in the portal, you will see a green frame around the content area. This is 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.
Check out our Client Portal video:
If you have any questions get in touch with your Account Manager or reach out to Flywheel’s support team, we’d love to help!
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