Tutorial

Using the Client Portal

Give clients a branded portal where they can sign contracts, pay invoices, fill out questionnaires, and view their timeline — no login required.

Written guide · 5 min

Fstop CRM client portal

How the client portal works

What clients see

A clean, branded page with your logo and colors. Clients see their contracts, invoices, questionnaires, timeline, and gallery all in one place. It feels like your own custom app.

Signing contracts

Clients click to review the contract and sign electronically. No printing, scanning, or mailing. The signed copy is stored permanently for both of you.

Paying invoices

Invoices show up in the portal with a clear payment button. Clients can pay online instantly. You get notified when payment hits.

Filling out questionnaires

Wedding questionnaires, portrait prep forms, or any custom questionnaire you've created. Clients fill them out at their own pace and you get the responses instantly.

Viewing the timeline

Clients can see their day-of timeline in the portal. Share it with their wedding planner or bridal party. Everyone stays on the same page.

Accessing galleries

Once you deliver the gallery, clients access it right from their portal. One link for everything — no separate gallery platform needed.

No login required

Clients access their portal through a magic link. No username, no password, no forgotten credentials. Just click and they're in.

Sharing the portal link

Send the portal link via email or include it in your welcome message. Clients can bookmark it and come back anytime.

Key Takeaways

What you can do with the client portal

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One link for everything

Contracts, invoices, questionnaires, timeline, and gallery — all in one branded portal.

Branded experience

Your logo, your colors. Clients feel like they're using your own custom app.

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No login needed

Magic link access means zero friction. Clients click and they're in.

Ready to give clients a premium experience?

Try fstop free for 7 days.