📣 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
From any page, click your profile photo > select Company Settings from the menu
Select the Domain & Client Portal tab
In the URL field, click the Send Link icon
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
Click Review Email
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
From any page, click your profile photo > select Company Settings from the menu
Select the Domain & Client Portal tab
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
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
From within a project
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
In the Only visible to you section, click Send client portal link
Select the project participants with whom you’d like to share the link
Click Review Email
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!