Create Client Portal Guide

If you’re using the Client Portal, you need a Client Portal Guide. This guide introduces your clients to the portal. We already mapped out where this fits inside your workflow during your 1:1 Strategy Session.


The content is standardized, so you’re receiving a template with everything included. Your job is to update the design to match your proposal.


Click the appropriate link in your portal for your Client Portal Guide, then swap in your photos and brand colors just like you did with your proposal design.


Using the Provided Template

  • Match Your Branding: Update photos and colors to match your proposal design.
  • Integration Strategy: This guide is designed to fit seamlessly into your workflow.

Customizing Client Portal Screenshots

To personalize your screenshots:

  • Choose the Template: Select BOOKING or PROJECT based on your terminology.
  • Customize: Update all Canva template details to match your branding.
  • Login Page: Consider using real screenshots for logo and button color.
  • All Pages: Ensure banner, font colors, and tab names are consistent.
  • Home Page: Adjust heading font color, business info, and box colors.
  • Inbox Page: Update the box color to match your design.

To Customize the Client Portal Screenshots

Copy the Canva template below. Choose the version that fits your terminology: Do you refer to your work as a BOOKING or a PROJECT?

What to Update:

  • Login Page:
    • Logo
    • Button color
  • All Pages (except Login):
    • Client portal banner
    • "Logout" font color
    • Tab 2 name
  • Home Page:
    • Heading font color
    • Business info
    • Four box colors
  • Inbox Page:
    • Box color

Watch the video below to see how we handle this:

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