Client Portal
Make it easier for clients to access your services.
Set up a public portal and send clients one link to your services. Choose which active apps appear on it. Manage separate portals for different brands or services in the same account.
Client Portal
TAKERES / CLIENT PORTAL
Client Portal
A dedicated public portal addressActive
Multiple separate portals in one accountReady
Activate or pause individual portalsActive
Connections to Bookings, Coach, Calendar, Messages and SubscriptionsReady
Save time on everyday work.
Find the details you need faster
Find the details you need alongside your current work, without searching other tools.
See what needs attention
Review your records to check their current status and decide what to work on next.
Use the same details in other apps
Connected apps share information, so you do not have to enter the same details again.
What you can do with this app.
Create a portal with its own address and choose the services to offer on it.
Client Portal
Coach
Bookings
CRM
Client Portal: less retyping between apps.
Use customer, job or payment details in other apps you have enabled. Your team can work from the same information without entering it again.
Explore connected appsYes, it all works together!
Start for free and see how much manual data entry and information chasing you can eliminate.