A passwordless portal where clients see their appointments, reschedule within your rules, download invoices, and read what you have shared. Fewer emails for everyone.
on this page
One magic link from any confirmation email opens their whole relationship with you: meetings, files, invoices, and the buttons that used to be emails.
Your appointments
signed in by linkStrategy session
Thu, 3:30
Monthly check-in
Next Tue, 10:00
Invoice #1042
DownloadUpcoming and past meetings in one place, with reschedule and cancel in reach.
Share files and notes tied to the relationship, visible to the client.
Past payments and downloadable invoices, self-serve.
Clients get in with a magic link, so there is nothing to reset.
Reschedule and cancel work exactly within the notice rules you set, never around them.
The portal wears your colors, your logo, and your domain on white-label plans.
Nothing to set up. The portal exists for every client from the first confirmation email.
1Nothing to set up
The portal exists for every client automatically. The confirmation email links them in.
2Share what matters
Attach documents and notes to the client from your side, and choose what they see.
3The emails stop
“Can you resend the invoice” and “can we move Thursday” answer themselves.
yourbrand
your next appointment
Strategy session
Thu 15:00 · 60 min · Google Meet
you are in with a magic link, nothing to reset
shared with you
brief.pdf
session notes
invoice #1042
documents and notes on the relationship, not in a thread
this month
emails to you: 0
invoices downloaded: 2
moved Thursday, inside your rules
“can you resend the invoice” answered itself
The portal is the client-facing half of a real client record you keep.
Convenience for the client never overrides policy for the business.
Free to start, no card asked. Your brand from the first booking.
