Client Portal Setup

BlueSuite’s Client Portal gives your customers a secure customer portal where they can view requests, quotes, invoices, and appointments in one place. As a result, clients can handle common tasks without calling or emailing your team. In turn, your business spends less time on follow ups and more time getting work done.

In this guide, you will learn how to enable the portal, where to find your portal link, and how magic link login works.

What the portal does

The portal is a branded customer portal that lets clients sign in and manage their activity with your business. For example, clients can submit new service requests, approve or decline quotes, and pay invoices online. Additionally, they can view upcoming appointments and request changes when needed.

After you enable it, BlueSuite provides a portal URL you can share with customers.

Turn on the portal

Step by step

1. First, log in to BlueSuite.
2. Next, go to Settings, then Client Portal.
3. Then turn on Enable Client Portal.

Find your portal URL

Once it is enabled, your portal URL appears on the same page. From there, copy the link so you can share it with customers.

Share the customer portal link

After you copy the portal URL, share it anywhere customers expect to find it. For instance, you can add it to invoice messages, quote messages, and booking confirmations. Likewise, you can include it in your email signature or add a Client Login button on your website.

Best places to share it

• Invoice and quote messages
• Booking confirmation emails
• Your email signature
• Your website as a Client Login button

Let people send requests without signing in

If you want new leads to reach you without creating an account, use the public request form. It is a page anyone can open and submit, and it is part of the Requests module rather than the portal. That means it works on every plan, and you can use it whether or not the Client Portal is switched on.

Where to find it

1. First, go to Settings, then Marketing, then Requests.
2. Next, check that the public request form is turned on. It is on by default once the Requests module is enabled.
3. Then copy the form link, or download the QR code to print on business cards and signage.

For more on the Requests module and the other ways leads can reach you, see Managing Requests.

Important notes

However, the public request form does not provide full customer portal access. Clients still need to sign in to view quotes, invoices, appointments, and request history. Therefore, only registered contacts in your BlueSuite workspace can sign in.

Passwordless login (Magic Link)

BlueSuite uses passwordless magic link login. In other words, clients do not need to create or remember a password. Instead, they log in using their email address.

Step by step login flow

1. First, the client enters their email address on the login page.
2. Next, BlueSuite checks whether the email matches a contact in your customer database.
3. If it matches, BlueSuite sends an email with a secure magic link.
4. Finally, the client clicks the link to sign in.

If a client cannot sign in

If the email does not match a contact, the client cannot sign in. Still, if your public request form is turned on, they can submit a new request without signing in.

What clients can do after they sign in

Submit service requests

Clients can submit a new request by selecting a property and describing what they need. Then the request is created in BlueSuite and enters your workflow. If your public request form is turned on, anyone can submit a request without logging in.

Track requests

Clients can view their requests in one place. As a result, they can check details and status without contacting your team. In addition, they can reference past requests whenever they need to.

Review and approve quotes

Clients can open a quote, review line items and totals, and accept or decline online. Therefore, approvals happen faster and you spend less time chasing replies.

View and pay invoices

Clients can open invoices and pay online using credit cards or ACH transfers. Consequently, you can get paid faster while reducing payment follow ups.

View and manage appointments

Clients can view upcoming appointments and request rescheduling or cancellation. Then your team is notified, so you can respond and adjust accordingly.

Business contact page

Clients can quickly find your website, phone number, email, and address in the portal. That way, your contact details are always easy to access.