Client Portal
Give clients a branded self-service portal for invoices, contracts, documents, appointments, and messaging.
By the Noematic team ·
Send a portal invite to Jane Smith
Get Jane's portal link
What can clients see in their portal?
Click the copy icon to copy a prompt, then paste it into your Noematic chat.
Client Portal
Give your clients a secure, branded portal where they can self-serve.
What Clients Can Access
- Invoices — View and pay invoices online
- Contracts — Review and sign contracts electronically
- Estimates — View and accept estimates
- Documents — Access shared documents and upload requested files
- Appointments — View upcoming appointments
- Messages — Communicate with you through a support thread
- Projects — Track project progress
- Service History — See their full history with your business
Using Chat
Send a portal invite to Jane Smith
Get Jane's portal link
Customizing the Portal from the Dashboard
SettingsPortal
Copy Portal URLSave
Branding options you can customize:
Enter brand color...
Enter logo url...
Enter welcome message...
Enter accent color...
Select...
Enter footer text...
Off
Save
Inviting Clients
You can invite clients from chat or from the client detail page. The client receives an email with a registration link for their portal.