When your clients access the client portal, they have a few flexible sign-in options depending on whether they’ve logged in before. This article outlines each login method, so you can better understand what your clients will see and how they’ll access their project.
Remember: you can share the client portal in one of two ways: with a direct link that you share with your client, or by automatically including it in files from a project. Depending on how you share the client portal, your client’s login experience will be different.
Logging in to the client portal from a direct link
Your clients can access the client portal from a direct link in a few different ways:
Via a link sent to their email
By entering their email and password, if they’ve previously set one up
By creating a password, if it’s their first time logging in
Option 1: Have a link sent to their email
By having a link sent to the email address they use to communicate with you through HoneyBook, your client can avoid having to enter an email address and password.
You share the client portal link directly with your client
Your client clicks the link
Client clicks on Log in with a link
Client enters their email address
A secure link is sent to their email address from HoneyBook
The link automatically logs the user into the client portal
Option 2: Enter an email and password
You share the client portal link directly with your client
Your client clicks the link
Client enters their email address and password
Client is redirected to the client portal
Option 2: Create a new password
You share the client portal link directly with your client
Your client clicks the link
Client clicks Create a password
Client enters their email address
A secure link is sent to their email address from HoneyBook
Client clicks Set password and creates a new password
Client is redirected to the client portal
Logging in to the client portal from a file
When your client reaches the client portal link from a file, they’ll be able to log into the portal with their password, if they’ve created one before. They can also log in with a numeric code.
Option 1: Enter an email and password
After completing a file, your client will see a screen with a link that says Go to your portal
Client clicks the link
Client clicks Already have a password? Log in
Client enters their email and password
Client is redirected to the client portal
Option 2: Enter a numeric code
After completing a file, your client will see a screen with a link that says Go to your portal
Client clicks the link
Client clicks Send my code
An email is sent to the client containing a 6-digit numeric code
Client is prompted to enter the code
Client is redirected to the client portal