Client portal

A client portal that's ready before your client is

Nobody enjoys clicking an invite and landing in an empty portal. In Zendo you add the client, open their first requests, add the files and choose how their portal looks, and only then send the invite. Your client logs in to work that's already moving, in your brand, with the next thing they need to do at the top of the screen.

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Before the invite

Set the table before the client sits down

The first login decides if a client returns. If they see a blank dashboard, they close the tab and email you instead. Teams on Zendo work the other way round: they set up the client, add the work, and send the invite only when there is something worth logging in for.

Add client

Create requests

Set billing

Customize portal

Send invite

Add the client and keep them pending

Create the client, or their whole team, with a name and an email. They stay pending until you send the invite, so you can build out their portal while nobody on their side can log in to half-finished pages.

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Open the first requests on their behalf

From the client's profile, New ▾ starts a request in their name: the kick-off brief, the list of documents you need from them, whatever you agreed on the call. Add the brief and the files you already have, so the work is visibly underway when they arrive.

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Set up the money in the order you work

If the project starts with a quote, add it now and it will be waiting for approval on day one. If you take a deposit first or invoice at the end, set it up that way instead, because the order the money moves in is your call.

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Choose how their portal looks

Assign the theme, sidebar and dashboard that suit this client and add an onboarding card with a welcome note and the first few things you need from them. Then open View as client and check the result through their eyes.

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Send the invite

When everything is in place, invite them. The email comes from your domain, the first screen is your login page, and the portal behind it already holds their work.

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Inside the portal

Give the client one door instead of five inboxes

Without a portal, clients hunt through email threads, expired WeTransfer links, and forwarded PDFs. Zendo gives everything a fixed home—so clients open Projects and instantly find their files, messages, and project updates in one place.

Requests

Work filed under the name your client uses

Some clients call it a ticket, others a project or a case. Each request type carries the label you give it, so the client reads Projects or Tickets in their portal instead of the word "request", and every request inside holds the whole conversation, the files and the current status, so "where are we with this?" gets answered without a call.

How requests work

Messages

A direct line for the quick questions

Not every question deserves a request. Messages is a chat between the client and your team for the "quick one" on a Friday afternoon, and an announcement can sit as a banner at the top of every client's portal, so the holiday schedule doesn't end up in someone's spam folder.

Orders

Quotes and invoices next to the work they pay for

Each order keeps what was ordered, its quotes and its invoices together, along with what has been paid. The client approves a quote and pays by card through your own Stripe account, or follows your bank transfer details while you mark the payment as received.

Files

Files the client can find again

Every client has their own Files, where your team adds documents and the client can upload from their dashboard as well as inside requests. The signed contract they ask for a third time is two clicks away for them, instead of a dig through your sent mail.

My team

Room for the rest of their company

Clients rarely work alone. Their operations lead, their CEO and the person who pays the invoices can each have their own login and see the same requests, so nobody has to forward your emails around their office.

See client teams

Client profile

Look up any client, then act on their behalf

The dashboard outlines daily tasks, while the client profile aggregates everything about a client—ideal before renewal calls, billing inquiries, or welcoming new account managers who need the complete history at a glance.

The whole relationship on one page

Every request, order, quote, invoice, file and internal note for the client lives on their profile, with the people on their side listed next to it. There's nothing to reconstruct from old inboxes, because the work happened here in the first place.

Start things for the client while they're still on the phone

When a client calls with something new, open their profile and use New ▾ to start a request, a quote or an invoice in their name. It appears in their portal straight away, so the call turns into tracked work before you've hung up.

Walk through the portal as your client will

Before Halden & Co's first login, click View as client and go through the portal as Clara will: her sidebar, her dashboard, the quote waiting for her, the files you've put in. If the billing tab shouldn't be there yet, or the dashboard still says Order service to a client who only ever sends requests, you catch it now rather than on her first call.

Decide what each client can see

Inside the portal

Decide how clients get in, and let the portal travel with them

A client portal only works if people actually use it. Whether clients check project status from their desktop or review updates on the go, these settings control portal access, notifications, and custom branding across every device.

An open door or invite-only

Let anyone sign up from your login page, which suits a public offer, or keep the portal invite-only so only the clients you've added can get in. Google and Facebook sign-in can sit on the login page for people who'd rather not remember another password, or stay hidden.

On their phone, with your icon

Clients can add the portal to their home screen, where it opens like an app with your icon on it. It's made for the quick things on the move, like answering a message, sending a request or checking a status, and your team gets the same for replying between meetings.

Told when something needs them

Clients hear about the moments that need them, like a quote waiting for approval or a form shared with them, by email, in the browser or inside the portal. You set the defaults for all clients, and each person can turn events up or down from their own profile.

Your Questions Answered

Client portal questions

What is a client portal?

A client portal is a private, branded website where your clients log in to work with you: they send requests, follow progress, exchange messages and files, approve quotes and pay invoices. Zendo is a white-label client portal for agencies and service teams, so the portal carries your brand and can be set up differently for each client.

Can I set up a client's portal before inviting them?

Yes. Pending clients can be picked everywhere in Zendo, so you can open requests on their behalf, add quotes and files, set their theme, sidebar and dashboard, and add an onboarding card before they've ever logged in. Send the invite when everything is ready, and they log in to work that's already underway.

Do my clients pay to use the portal?

No. Your clients and the people on their teams log in for free and don't take seats; Zendo is priced per seat for your own team. Plan details are on the pricing page.

Can clients sign up on their own?

Yes, if you want them to. With portal access set to Everyone, your login page offers sign-up to anyone; otherwise the portal is invite-only and only the clients you've added can log in. A client can also get an account by buying a service from your Front Desk.

Does the client portal work on phones?

Yes. Zendo installs as an app (PWA) on the home screen, with your icon. Clients use it to message your team, send requests and follow status; your team uses it to reply and move requests along. Setting up the workspace itself is done on a computer.

Can the portal run in another language?

The portal language is set for the workspace, together with the time zone and the date and time formats, which also apply to quotes and invoices. Set it once in workspace settings and every client sees the portal that way.

Can I see the portal the way my client sees it?

Yes. Open the client's profile and click View as client to go through the real portal with their sidebar, dashboard, requests and invoices, with a bar at the top that says who you're viewing as and a Back button. It's the quickest way to check a new client's portal before you send the invite.

Have the portal ready before the invite goes out

Add your first client, open their first request, and send the invite when there's something worth logging in for.

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