Raise requests
Clients raise requests from the portal and get a ticket number straight away.
Clients
Clients see progress without asking.
A branded portal for requests, updates and approvals.
portal.yourstudio.example/requests
Fictional example dataWhy teams use client portal
Follow progress
Clients see the status and replies on their own requests.
Approvals
Ask a client to approve work and keep the answer on the ticket.
Share links
Send a link to a page of progress that expires when you choose.
How it works
1
Brand it
Add your name and colours to the portal.
2
Invite clients
Clients sign in with a link sent to their email.
3
Clients raise requests
Requests arrive in your queue like any other ticket.
4
Keep them updated
Your replies appear in the portal as you send them.
Works with
Ticketing
Shared inbox with SLAs, views and macros.
Explore ticketingReporting
SLA, volume and capacity.
Explore reportingAutomations
Rules that suggest; people decide.
Explore automationsQuestions
Do clients need a password?
No. They can sign in with an emailed link.
Can clients see other clients’ requests?
No. Each client only sees their own requests.
Can I turn a share link off?
Yes. Share links expire and can be revoked at any time.
Make next week realistic.
Set up in 10 minutes. Bring your team when you’re ready.