1. Navigate to Clients → [Client Name] → Portal Settings.
2. Toggle Enable Client Portal to on.
3. Verify the client's email address is correct.
4. Click Send Invitation - the client receives a welcome email.
5. The client clicks the link, sets their password, and logs in.

From their portal, clients can track jobs, view invoices, make Stripe payments, and submit booking requests.

See Client Portal for the full feature reference.

Last updated: 2026-03-13