Here are some of our most frequently asked questions. If your question is not answered here email me!
“How do I know if this will help me?”
Are you a freelancer or agency who works with clients, and typically uses a number of services for each project? Do you regularly get emails from clients who forgot how to login to your project management tool, can't remember where you put their style guide, and has no idea how to get to your staging server?
If so, ClientPortal was created for you.
"Do I have to know how to code to use this?"
Nope. If your website uses WordPress you can upload the custom plugin and update it without having to dip into code.
All of the settings are easy to change, from adding a new module to changing the colour of the template. Everything is easy to use for non-developers.
"Does this come with the questionnaires and worksheets?"
Not yet, but we're getting them all ready for the next release. If you buy now, you'll get all the worksheets and questionnaires (and everything else) for free!
"Does this work with anything other than WordPress?”
No. At the moment Client Portal is only a WordPress plugin. We may be releasing versions for other CMS’s like SquareSpace or even a hosted version in the future. If this is something you’d like to see please let me know.
"What is your refund policy?”
If ClientPortal doesn't 1) help make you look significantly more professional to your clients and 2) minimize "how do I find that again?" emails and Skype messages, then I don't want your money. Just write in and I'll gladly refund you, no questions asked. (I trust you.)