One link. Everything your client needs.
A client portal shows one client what you need from them, the hours you have logged, their invoices, and the files you have sent. They open it without creating an account.
Four sections, built for you.
Pick a client from your contacts and the page is built in one step. Edit it like any other page afterwards.
Needs from you
The things waiting on your client, counted at the top. They approve, upload, or ask for a change without leaving the page.
Time
Hours logged against that client for the period, as a total. A retainer bar shows how much of the budget is gone.
Invoices
Every invoice you have sent them, what is outstanding, and a download for each PDF.
Deliverables
The files you have sent. One card each, ready to download.
Your client opens a link.
There is no account to create, no password to choose, and nothing to install. The portal carries your logo and your team name, follows their own light or dark setting, and works on the phone they opened your email on.
The first time they approve something or upload a file, Optivation emails them a 6-digit code to confirm it is really them. The code goes to the address on their contact record, never one they type in. After that they can deal with everything else on that portal uninterrupted.
- Your logo and team name in the header
- Optional expiry date on any link
- Restrict a link to one email address when it matters
- Revoke a link and it stops working immediately
Ask for something, and stop chasing it.
Raise a request against the portal and it appears at the top of the page as something waiting on the client. Approvals and file uploads are dealt with on the portal itself. Optivation emails the client when you add one, chases every three days while it stays open, and tells you the moment they act.
| What you ask for | What the client does |
|---|---|
| Approval | They approve it, or send you a note saying what needs to change. |
| File upload | They attach the file and it lands with you. |
| Payment | Points them at the invoice waiting to be paid. |
| Booking | Points them at a booking page embedded on the portal. |
| Question | Points them at the comment box for an answer. |
They see their work, and only their work.
Each portal is bound to one client contact, and the four built-in sections only ever show that contact's records. The link opens that one page; references to your other pages are shown without being clickable.
Hours, not timesheets
A total for the period, plus a retainer bar. Individual time entries are never listed.
Rates stay yours
Hourly rates and the names of who logged time are off by default. Turn them on per portal if you want them shown.
Invoices, not line items
The list shows number, status, dates and amount. Your notes and the entries behind it stay in Optivation.
Run as many as you have clients.
Portals are not counted, capped or metered on any plan, including Free. Add a client, build their portal, send the link. A tenth portal costs the same as the first.
A Free portal is the same portal. The one thing a paid plan adds is online payment: with your Stripe account connected, a sent invoice carries a Pay button and the money settles straight into your own Stripe balance. Without it, the invoice shows your payment instructions instead.
When the project ends, archive it.
Archiving cuts access straight away. The client can no longer open the link, see their invoices or see their hours, and reminder emails stop. Nothing is deleted. Restore the portal later and the same link works again, which matters when a client comes back eighteen months on and asks what you did for them.
Turn your next client into a portal.
Pick a contact, and the page is built for you.