Client Portal
Approving a design and paying for it happen in two different places, neither of which the customer likes.
The customer should have exactly one link. The portal is where they see the design, approve it, and pay — with a token in the URL as the only credential, because asking a homeowner to create an account to pay you is a way to not get paid.
How it works
- 01
One link, no login
The token in the link is the credential. Nothing to remember, nothing to reset.
- 02
Approve the design
They see what was specified and accept it on the record.
- 03
Pay in the same place
The invoice is on the page they already have open.
- 04
Come back to it
The link stays good through the season — install dates, takedown window, and receipts in one place.
Works with
Run your next season on it.
Set up your catalogue, import last season, and have the first designs out before the rush starts.