The Client Portal is your client’s personalized space to stay informed, take action, and collaborate without the clutter of back-and-forth emails. WillowSpace makes the experience streamlined, intuitive, and beautifully on-brand.

Here’s everything your client can see and do from inside their portal.

What Clients See in the Portal

Once your client clicks their portal link, they’ll land in a clean dashboard that includes:

Action Items

• Immediate prompts for anything requiring attention (e.g., "Submit Form" or "Sign Contract")

• Status tags like “Overdue,” “Outstanding,” or “Submitted”

Project Overview

• A list of their active, inactive, and completed projects

• Progress bars based on milestones

• Current project milestone (e.g., Strategy, Design, Offboarding)

• The option to request a new project (if enabled)

Documents Section

• All proposals, contracts, invoices, and forms assigned to them

• Document status (e.g., Submitted, Paid, Overdue)

• Viewable and actionable links—clients can sign, submit, or download

Schedule Section

• Upcoming and past meetings

• Status indicators (e.g., Upcoming, Past)

• Ability to request a new meeting with a preferred date and time

Project Add-Ons (Optional)

• Any additional services or upsells (e.g., strategy sessions, print assets) that you can customize in the Project Details when setting up or editing a client's project

• Clear pricing and descriptions

• One-click “Add to Project” request buttons

Security & Portal Settings

• Portals are secure by default, accessible via a unique, unguessable link—no login required

• If desired, you can enable password protection for added security (you can set this up in the Client Details when setting up or editing a client)

• Clients will be prompted to enter the password before viewing their portal

To set a password:

1. Go to Clients > [Select Client]

2. Scroll to portal settings and toggle on password protection

3. Be sure to manually share the password with your client

Returning to the Portal

Once a client completes a document (e.g., submits a form or signs a contract), they’ll see an option to “Return to Portal” so they can continue reviewing project details or taking additional actions.

Viewing or Sharing the Portal Link

To access or share a client’s portal:

1. Go to Clients > Select a Client

2. Use the buttons on the right:

   • View Portal to preview what they see

   • Share Portal to copy or email the link directly

Why Use the Client Portal?

Client Portals help you:

• Centralize communication and reduce follow-up emails

• Create a high-end, seamless client experience

• Encourage on-time form submissions, document approvals, and payments

It’s everything your client needs—all in one beautifully branded place.