Client Portal

Edit and personalize the default email notifications sent from your Client Portal. Convert locked defaults into editable templates, tailor content to your brand, preview with custom fields, and deploy with confidence. This guide covers navigation, ed

Bring real-time support into your Client Portal with the

Bizura added multiple upgrades to the

This article introduces email notification capabilities for Invoices, Estimates, and Contracts in the Client Portal. With this feature, both owners and users can customize how they receive document updates and manage all shared documents seamlessly w

This article will guide you through the process of enabling mandatory app updates for the Client Portal mobile apps. By implementing this feature, you ensure that users are always operating on the latest version of your app, which is crucial for main

This article explains how clients can view, download, and manage their estimates directly through the Client Portal on both web and mobile. The Estimates feature helps streamline communication and keeps clients informed by providing access to estimat

We’re thrilled to announce the release of Notification Preferences for Courses in the Client Portal! Expanding on the functionality introduced in previous updates, this feature empowers client portal owners to manage and customise notifications speci

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We're beyond excited to roll out the Dashboard Revamp and the all-new Contracts feature in the client porta for both Mobile & Web! Now, managing your documents and navigating your dashboard has never been easier or more streamlined. Let’s dive into t

Launching a branded app for your business can be overwhelming and complex, with many moving parts that often leave business owners confused or uncertain about their progress. With this service we help bring your branded app to market faster, helping

We are excited to introduce the new feature, which allows users to seamlessly view and manage

1. Control for Subscriptions in Client Portal

We are excited to introduce a new level of customization and control within the client portal through our latest feature: App Permissions. This update allows users to tailor their app permissions according to their specific needs and preferences, inc

The Client Portal Notifications feature consolidates all notifications from the client portal and its associated child apps into a centralised location – the Notifications Tab. This allows users to conveniently access and manage all their notificatio

This article will guide you through how to create and use SSO (Single Sign-On) Magic Links to give clients instant, secure access to individual client portal apps—such as Courses, Communities, or Affiliates—without requiring login credentials.

The client portal is a unified platform designed to provide seamless interactions between clients and their respective sub-accounts. It offers a secure space where clients can view affiliate commissions, participate in community (upcoming) groups, an

The Client Portal is a one-stop digital hub designed to offer your customers an easy, streamlined, and interactive engagement with your business. This guide will walk you through the ins and outs of how your customers can make the most of the Client