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Share the client portal so your clients can finish smart files
Share the client portal so your clients can finish smart files

All about the different ways to share your client portal, and the respective client experiences

Updated over a week ago

📣 Note

Only super admins, admins, and account owners are able to customize and share the client portal.

Your client portal can be shared either through your Domain & Client Portal tab or right through individual projects, where it can be sent to any project participants.


From your Settings

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  1. From any page, click your profile photo > select Company Settings from the menu

  2. Select the Domain & Client Portal tab

  3. In the URL field, click the Send Link icon

  4. Enter the email address(es) of the contacts with which you’d like to share your link

    • Only email addresses that are associated with projects in your account will be available to select

  5. Click Review Email

  6. Make any edits you need to the client portal email you’ll be sharing, then click Send

Your client(s) will receive the message in their email inbox, including a unique link to the client portal. When they click the link, they'll be brought right into the project workspace, with loginless access. ​


Copy a general link to share

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  1. From any page, click your profile photo > select Company Settings from the menu

  2. Select the Domain & Client Portal tab

  3. In the URL field, click the Copy Link icon

    • Copying this link will copy your generic client portal link

      • When you share it and it's clicked, it will prompt the recipient to log in to view the client portal, or enter their email to send a magic link

  4. Share the link

📚 Tip

Consider going to your website and adding a tab, a button, or an entire landing page dedicated to giving your clients access to the client portal. Simply connect the copied client portal URL to the tab, button, or landing page to redirect your clients from your site.

Recipients of the general link will be brought to your client portal login page. From here, they can:

  • Enter their email and password (if they've already set one) > click Log in

  • Click Email me a link > enter the email associated with the project. They'll be sent a magic link to the email that they enter, which they can click on for loginless project access

  • Click Forgot password? if they forgot theirs, or if they'd like to set one for the first time

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From within a project

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  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

  4. Click Review Email

  5. Make any edits you need to the client portal email you’ll be sharing, then click Send

Your client(s) will receive the message in their email inbox, including a unique link to the client portal. When they click the link, they'll be brought right into the project workspace, with loginless access.

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!

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