Client Portal !!!! Any way to please make it more customizable & more apparent to designer what client is seeing.
I would love a tab within designer view to view as client their portal. Would be so helpful if we had ability to turn on/ off their view of their retainer/ quote/ invoices as well for them to get a broad financial overview. One example of not having accurate view, the other day I realized the standard DF questionnaire shows on all client portals. I only discovered this after I created a demo project and reviewed as a client. If we had a tab to preview as client we could also make videos to help clients understand how we want them to use their specific portal. I use a CRM like Dubsado for questionnaires & would like to remove this as it’s confusing. I also don’t allow client to request projects through DF - only through website then Dubsado.
In a world of high end luxury design - we have to have complete control over client experience more than anything else. If it’s confusing for them or not in alignment for our business processes, then I’m not able to use the client portal for them. HELP :)
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Comments3
Gwen Williams
Jan 13
THIS! I’m just coming from Houzz where you could view and customize the client portal and it was very helpful. I can’t even see how to view it in DF…
Karen Hattan
Feb 21, 2025
YES! I’d like to know what they have access to, and show them where to upload attachments, etc. We need a Client Tutorial Video, to help Clients know how to navigate their Design Files account, what they can do with Discussions and Attachments and Questionnaires and Contracts! And the we need to be able to help them - currently I can’t even see what they are seeing! This is what I see when I click “Client View” and it does not include tabs for Invoices or anything else she has received and viewed.
Kelli Barry
Sep 17, 2024
I really hope we can fine tune the client portal - needs to be as customizable as possible to include as part of luxury design services !!