Before You Buy — the Client Portal Settings Page

You can open the Client Portal settings and look around before buying anything.

1. Click Settings at the bottom of the left sidebar.
2. Click Client Portal in the settings list.

Because the module is not in your plan yet, the page opens behind a card:

• The card is headed Client Portal is not in your plan and lists what the module gives you — a branded portal, invoice viewing and online payments, quote approvals and service history, and AutoPay and payment method management.
• Upgrade to unlock Client Portal takes you straight to the Subscription page.
• The × in the top corner dismisses the card so you can see the settings underneath.

With the card dismissed, a banner takes its place:

• Client Portal is not included in your current plan — Purchase the Client Portal module to enable this feature. Choose a package based on how many clients you want to invite — starting from 10 client slots.
• Purchase module on the right goes to the Subscription page.
• The four tabs — General, Home Page, Portal Access, Client Welcome — are visible but cannot be opened, and every field below them is greyed out. This is a preview of the page, not a working page.