We hope to offer some things in the future, but know that so many freelancers are incredible designers as well. We'll keep updating as we begin to offer templates.
We've updated a bit since this video and the help section lives in the bottom right corner now. That's probably the best way to assist with your specific use since it took me SO long to get back to your comment and also because there are several ways you can do project management within your portal. The most direct way is to create a project with tasks in your Moxie workspace (not the portal). As you create the project, use the dropdown under "Client Portal Access" and grant your client "full project collaboration." Create the assignment as a task and they will be able to view that in their client portal. I hope that helps! You can feel free to chat with us for quicker support as well.
Great question! You can customize each portal per client to an extent. For Moxie's primary features, you can click permissions and grant access to only specific features on a client by client basis. That is managed under Client portal > Permissions and then the "Custom access" column is clickable. For custom pages, you'll click on the custom page and use the "Visible to all clients" button. Click it to choose which client views this custom page.
Great question. When you add a meeting, it allows your client to be able to schedule a meeting with you (whatever type of meeting you set up to be available in the client portal) directly from their portal, reschedule or cancel as necessary, and view past meetings there as well. A use case might be - set up a 15 minute check-in meeting with an attached form with any details you need to know prior to that meeting. Clients can then schedule that 15 minute call when they need a check-in.
@@kasforai You could create a workflow automation that sends it to them (create an email template and add your link in it). Or in your homebase focus, in the lower right you'll see your Quick Links. One of them is your client portal. Click it to copy and email it to them manually.
Right! You'll use the "wait for" widget and use the dropdown to show "Agreement to be signed" and then that action would trigger the email with your client portal link in it. You'll need to create that email template first. Hope that helps!
Seems like the client facing page needs some templates to make this easier and nicer for most of us.
We hope to offer some things in the future, but know that so many freelancers are incredible designers as well. We'll keep updating as we begin to offer templates.
I don't see any question mark like there is on yours. I am trying to figure out how to upload assignments to my clients portal
We've updated a bit since this video and the help section lives in the bottom right corner now.
That's probably the best way to assist with your specific use since it took me SO long to get back to your comment and also because there are several ways you can do project management within your portal. The most direct way is to create a project with tasks in your Moxie workspace (not the portal). As you create the project, use the dropdown under "Client Portal Access" and grant your client "full project collaboration." Create the assignment as a task and they will be able to view that in their client portal.
I hope that helps! You can feel free to chat with us for quicker support as well.
Can you customize each client portal or is it only global across all clients?
Great question! You can customize each portal per client to an extent.
For Moxie's primary features, you can click permissions and grant access to only specific features on a client by client basis. That is managed under Client portal > Permissions and then the "Custom access" column is clickable.
For custom pages, you'll click on the custom page and use the "Visible to all clients" button. Click it to choose which client views this custom page.
Can we customize the css of the entire portal? Not really a fan of the UI
Hey! You can use the custom code in the Client Portal customization and add an external stylesheet. I hope that helps!
Good... What does meeting option do?
Great question. When you add a meeting, it allows your client to be able to schedule a meeting with you (whatever type of meeting you set up to be available in the client portal) directly from their portal, reschedule or cancel as necessary, and view past meetings there as well. A use case might be - set up a 15 minute check-in meeting with an attached form with any details you need to know prior to that meeting. Clients can then schedule that 15 minute call when they need a check-in.
@@withmoxieapp How do I send the portal to clients? Any videos on that?
@@kasforai You could create a workflow automation that sends it to them (create an email template and add your link in it). Or in your homebase focus, in the lower right you'll see your Quick Links. One of them is your client portal. Click it to copy and email it to them manually.
@@withmoxieapp Awesome, so when contract signed it sends?
Right! You'll use the "wait for" widget and use the dropdown to show "Agreement to be signed" and then that action would trigger the email with your client portal link in it. You'll need to create that email template first. Hope that helps!