A portal your clients can actually use.
Client Portal gives each client a secure, branded place on your domain to see what you have shared, send you documents, book time, and keep their details current, with every action landing on their record.
Guided, verified access
Invite a client from their record, confirm the destination, and let them verify by email and mobile before anything private renders.
Your brand, your domain
Heading, introduction, action cards, support wording, logo, and colors are yours; the private experience is separate from the public sign-in.
Document sharing both ways
Share what the client needs to see and receive what they upload, filed to their record with the rest of their paperwork.
Booking from the portal
Clients pick a time from your published availability and the appointment lands on your calendar and their timeline.
An activity log you can act on
Invitation, verification, sign-in, submission, document, and quote events are distinct facts with a time and a status.
Retention with authority
Storage holds, recoverable periods, family access, and deletion approvals are explicit controls, never side effects.
Included with Agency, or on its own.
Client Portal is part of the Agency and Enterprise plans and can be added on its own to Workganic Free.
Current pricing loads from the catalog.
Current pricing loads from the catalog.
FAQ
Does the portal expose client information publicly?
No. The public sign-in page carries your branding and wording only; private detail renders after the client verifies.
Can clients book appointments through it?
Yes. Booking uses your published Schedule availability and writes the appointment to the client's timeline.
Which plans include Client Portal?
Agency and Enterprise. It can also be added on its own to Workganic Free; current pricing is on this page and the pricing page.
What happens when a client leaves?
Access can be revoked at any time, and retention controls decide what stays, for how long, and who approves permanent deletion.
Client Portal works around the same client record as everything else.
Secure access, documents, and booking on the record you already keep. See how it fits into your agency's day, on your own book of business, not a canned demo.