Once you create a project to communicate and share files with your client, you can give them access to the client portal.
When you share your client portal link, your clients will see a login page (that you can customize to fit your branding!). They’ll enter or set an email address and password, then land right in their client portal, the client-side view of a project workspace.
In this article, we’ll review:
PLEASE NOTE: At this time, only account admins are able to customize and share the client portal.
Customizing your clients' login screen
Once you’ve claimed your client portal URL through either our domain or by creating your own Custom Domain, you can personalize the login screen your clients will see whenever you share the portal, to keep your brand front and center.
To customize your clients’ login screen:
1. From any page, click your profile photo in the top right corner of your screen.
2. Select Company Settings from the menu.
3. Select the Domain & Client Portal tab.
4. Click Customize Screen in the login screen preview section.
5. Select your background color and whether you’d like to display your logo (in square or full size).
PLEASE NOTE: Make sure you’ve uploaded your full-size and square logos in your company brand section—then, you can include it on your login screen!
6. Click Save when you’re ready!
HoneyBook Tip: Want to see how your login screen will look on mobile? Click the mobile phone icon at the top of the screen to preview!
Sharing your client portal
Sharing your unique client portal link is easy! It can be shared through the Domain & Client Portal Settings page, directly on your website, or right through individual project where it can be sent to any clients that are set up as project participants.
To send the link from your Settings:
1. From any page, click your profile photo in the top right corner of your screen.
2. Select Company Settings from the menu.
3. Select the Domain & Client Portal tab.
4. In the URL field, click the Send Link icon.
5. Enter the email address(es) of the contacts with which you’d like to share your link.
PLEASE NOTE: Only email addresses that are associated with projects in your account will be available to select, and clients will need to log in using the email address they have associated with those projects. Contacts that are not project participants, even those that are currently in your contact list, will not be able to gain access to the portal, nor will you be able to share the link with them from here.
6. When you’re ready, click Review Email.
7. Make any edits you need to the email you’ll be sharing, and click Send.
To copy the link to share on your website:
1. From any page, click your profile photo in the top right corner of your screen.
2. Select Company Settings from the menu.
3. Select the Domain & Client Portal tab.
4. In the URL field, click the Copy Link icon.
5. Go to your website and add a tab, a button, or an entire landing page dedicated to giving your client's access to their client portal straight from your website! Simply connect the URL to the tab or button to redirect your clients from your site.
Check out your website host's Help Center for more info on adding a URL to a button or tab on your website. Here's how to do it on Squarespace.
To share the link from within a project:
1. From your HoneyBook home page, navigate to the project through which you’ll be sharing your portal link.
You can search for a specific project via the search icon, or select the projects tab to review your full list of projects.
2. In the Only visible to you section, click Send client portal link.
3. Select the project participants with whom you’d like to share the link.
PLEASE NOTE: When sharing directly through a project, you’ll only be able to select participants for that specific project as recipients. If you'd like to share with clients who are participants in different projects, check out sharing your link from your Settings.
4. Click Review Email.
5. Make any edits you need to the email you’ll be sharing, and click Send.
Your client will receive an email letting them know that they now have access to the client portal, providing them with a link to create their login. From there, they’ll be able to select a password and access their portal!
For more information on your clients' experience with the client portal, check out this article.
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!