Client Portal

Give clients a secure, branded home for bookings, invoices, files and messages.

A portal that feels like yours

Describe or design the client portal you want, then let customers help themselves.

Clients should not have to chase links for bookings, forms, files, invoices and messages. JuicyCRM’s Client Portal gives each person a secure login and a branded dashboard for the work you share. You can describe or design the portal experience you want while courses, communities and invoices keep working underneath. Customers can also browse your services, pick a time and book inside the portal, with details pre-filled, and reschedule or manage appointments in the same place.

Flat illustration of a person in a lime green cardigan pointing at a custom portal dashboard with tiles for bookings, files, messages, videos and invoices.

Why JuicyCRM is your go-to for a better client experience:

  • Offer a branded self-serve portal your clients recognise
  • Centralise communication, bookings, documents and payments in one place
  • Let clients book services without a separate booking link
  • Keep appointments manageable from the same portal login
  • Cut back-and-forth searching for the latest document
Customer relaxing on a sofa booking a service on a phone calendar, with a coffee cup on a side table.

Inside the Juicy toolbox:

  • Secure personalised client login access
  • Fully custom client portal experience
  • Access to forms, invoices, messages and files
  • Service booking inside the portal
  • Pre-filled details and self-serve rescheduling
  • Courses and communities sitting underneath
  • Brand-matched client portal presentation

Tools replaced:

  • Dubsado portal
  • HoneyBook
  • Paperbell
  • Google Drive shares
  • Scattered booking links
  • Email attachment chains

Want a portal clients actually use?