Give every client their own private dashboard
A branded, secure portal where clients book appointments, pay invoices, access documents, and view their history — without sending you a message.
Get a free quoteThe challenge
The administrative conversation problem
A significant portion of the messages a service business receives are not about the work — they are about the administration surrounding it. 'Can you resend the invoice?' 'What time is my appointment again?' 'How many sessions do I have left?' 'Can you send me that document we signed?' Each message takes thirty seconds to answer. Across a full client base, across a full week, those thirty seconds accumulate into hours of reactive administration that displaces time for actual work.
The solution
A system that answers before the client asks
A client portal moves the answer to every administrative question out of your inbox and into a place where the client can find it themselves, at any time, without contacting you. Their appointments are there. Their invoices are there. Their documents are there. Their session history is there. The conversations that remain are about the work — which is what both parties are actually there for.
What's included
Everything you get
Personal client dashboard
Each client logs in to a dashboard that shows their upcoming appointment, outstanding invoices, any unread messages, and any pending actions — personalised to them, not a generic interface.
Self-service booking and rescheduling
Clients book their next appointment from the portal, see their full booking history, and reschedule within your allowed window — all without a message. The system updates your calendar in real time.
Invoice history and one-click payment
Every invoice issued to the client is visible in their portal — current status, due date, and a direct payment link via Paystack. No more 'can you resend the invoice?' — it has always been there.
Documents and file sharing
Contracts, intake forms, session summaries, reports, and any other files you share with a client live in their portal — searchable and downloadable at any time. No more email attachments to hunt for.
In-portal messaging
A single, searchable message thread between you and each client — replacing the mix of WhatsApp, email, and verbal notes. Every message is timestamped and stored against the client record.
Full history in one place
Every session, every invoice, every document, every communication — visible to the client as a chronological record of their relationship with your business. For long-term clients, this is a genuinely valuable thing to be able to provide.
How we build it
From brief to live
Define the portal scope
We establish which features the portal needs for your specific client relationship — booking, invoicing, documents, messaging, or a combination. Scope is determined by what your clients actually need self-service access to.
Build the portal
The portal is built on the Yoros framework — authenticated, mobile-first, and branded to your business. Client authentication uses email and password, with magic-link login available for less technical clients.
Connect to your admin system
The portal draws from the same data as your admin dashboard — bookings, invoices, client records. What you see in admin is what clients see in their portal view, filtered to their own data.
Onboard existing clients
Existing clients receive a welcome email with their portal login link. Their history — bookings, invoices, documents — is migrated before the invitation goes out so their portal is populated on first login.
Common questions
FAQ
What do clients see when they first log in?
Their next upcoming appointment, any outstanding invoices with a payment link, and any pending items that need their attention. The dashboard is designed so that the most important information is visible without scrolling.
Can clients book their first appointment through the portal if they're new?
New clients can book via your public booking page without a portal account. A portal account is created for them automatically when they book — so by the time of their first appointment, their portal is ready for them to explore.
Is the portal branded to my business or does it look like a Yoros product?
It is branded entirely to your business — your logo, your colour palette, your business name throughout. Clients experience it as your system, not a third-party tool.
Is client data secure in the portal?
Yes. Each client can only see their own data — this is enforced at the database level using row-level security, not just at the interface level. Authentication is handled by Supabase Auth, which uses industry-standard JWT tokens.
Does the portal work on mobile?
The portal is mobile-first. Booking, paying an invoice, viewing documents, and messaging all work on a phone without pinching or horizontal scrolling. Most clients access their portal on mobile — the design reflects that.
Related services
Client Management
A client database built around how your business actually works — not a generic CRM you have to adapt to.
Booking Systems
Clients book available slots in real time — no calls, no back-and-forth, no double-bookings.
Automation & Email
Follow-ups, reminders, welcome sequences, and invoices that send automatically based on what clients do.
Ready to get started?
Get an itemised quote in under two minutes — no jargon, no sales call required.
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