The features tab gives you the ability to enable or disable core Moxie modules within the Client Portal. Whether you simply don't want to share the information with your client or you don't currently use the feature - you can control what core modules your client will see when they log in.
When something requires your client's attention - an invoice needs to be paid, an agreement needs to be signed, a project needs approval, etc - they will see a notification in the upper right corner.
Jump to a client's view of:
Toggle the default feature access from your workspace settings > client portal > customization > enabled features.
Grant custom access to each client in the permissions tab. Click on the client you wish to configure. From this modal, you can grant access to as many users as necessary for that client information and customize which features that specific client is able to see.
Give your client one place to see all of their current and past invoices along with professional visualizations and trends. They will also have a "pay now" button if you have connected an online payment service.
This is where your clients can see and manage their ACH payments or Stripe subscription billing.
If transparency is important to your clients, you can share your time worked details directly through your client portal. Your clients will always feel in control when they can have real time updates on your project time allocations.
Control which project time sheets your clients have access to. When you set up each project, you will have the option to show or hide time worked in the portal. This is helpful if you charge a fixed rate, but want to keep track of your time for your own evaluation.
The projects module provides both status information as well as task approval workflow functionality. You can grant full collaboration, read only, overview, and no visible access per each project you work on with a client. Set this up in your project settings.
The project overview screen will show relevant information, rates, time worked, and invoicing information for a project. Both active and completed projects are visible to the client.
In tasks and timeline, your client's can view more details (if you have configured them) on tasks within projects. For more on setting up project management at the right level of collaboration and access, read this article.
If you want to share files with a client, you can do this in two ways. The first is to upload attachments directly into a task. This has a size limit of 50 MB. The second way is to share a link to Google Drive, Dropbox, or anything else in the comment section.
One place to view all agreements (quotes, proposals, and contracts). Real time notifications will appear on their dashboard if there is a new agreement to review. In addition the commenting system built directly into the agreement is a great way to collaborate on getting that agreement just right.
Provide one place for your client to book new meetings with you as well as see their upcoming (or past) meetings. These meetings are also automatically added to their calendar, but this is a nice place to manage, cancel, and reschedule meetings without needing to search for them.
To enable your schedulers to appear directly in the Client Portal, simply set the "Show in Client Portal" option under the Meeting configuration.
The request and ticketing module allows seamless communication and tracking of client requests. This could be for new work, trouble tickets, or content briefs. For more on setting up and using client requests and ticketing, read this article.
Create custom pages and external links with as much or as little coding knowledge as you have.
To create a custom page, go to workspace settings > client portal > customization > custom pages. Click the blue + and choose whether you want to create a full custom page or an external link.
1) Give your custom page a title. This is what will appear in the left navigation for your client.
2) Choose your layout. You can choose from a single page, side-by-side, header + 2 columns, or header + 2 columns + footer.
3) Choose which client(s) you'd like to be able to view this custom page. Or you can allow pages to be visible to all clients.
3) Add content. You can embed a video or form, create a table, add blocks or bulleted lists, or add your own custom code or iframe into each section of your custom page.
4) Enable your page. To make your page viewable to your clients, toggle on the enabled switch. You can set it to be the default page when your client's log in, or choose where you'd like it to be shown in the left nav. By default, it will be added to the bottom of the left nav list.
To create an external link, you will give your link a title. This will be the text in the left nav that appears for your clients. Once you've enabled the link, it will appear in your client portal. When your client clicks your external link, it will open in a new tab.
Next: Set up Custom Domains