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
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Immediate prompts for anything requiring attention (e.g., "Submit Form" or "Sign Contract")
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Status tags like “Overdue,” “Outstanding,” or “Submitted”
Project Overview
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A list of their active, inactive, and completed projects
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Progress bars based on milestones
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Current project milestone (e.g., Strategy, Design, Offboarding)
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The option to request a new project (if enabled)
Documents Section
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All proposals, contracts, invoices, and forms assigned to them
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Document status (e.g., Submitted, Paid, Overdue)
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Viewable and actionable links—clients can sign, submit, or download
Schedule Section
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Upcoming and past meetings
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Status indicators (e.g., Upcoming, Past)
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Ability to request a new meeting with a preferred date and time
Project Add-Ons (Optional)
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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
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Clear pricing and descriptions
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One-click “Add to Project” request buttons
Security & Portal Settings
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Portals are secure by default, accessible via a unique, unguessable link—no login required
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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)
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Clients will be prompted to enter the password before viewing their portal
To set a password:
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Go to Clients > [Select Client]
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Scroll to portal settings and toggle on password protection
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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:
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Go to Clients > Select a Client
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Use the buttons on the right:
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View Portal to preview what they see
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Share Portal to copy or email the link directly
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Why Use the Client Portal?
Client Portals help you:
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Centralize communication and reduce follow-up emails
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Create a high-end, seamless client experience
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Encourage on-time form submissions, document approvals, and payments
It’s everything your client needs—all in one beautifully branded place.
