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Sales article

Client Portal

The Client Portal is a logged-in area where your customers see support tickets, bookings, sales documents, and more in one place. It renders on any WordPress page where you embed the Client Portal shortcode.

Customers sign in with a WordPress account. DoubleScale matches their login email to a CRM contact and shows only that contact’s records. There is no guest or hash-based access on the portal page itself—public pay/accept/sign links from emails still work without logging in.

Set up the portal page

On a fresh install, DoubleScale auto-creates a published Client Portal page (slug client-portal) the first time an admin loads the WordPress dashboard. You can also manage the page from the CRM:

  1. Go to DoubleScale → Settings → Client Portal.
  2. If a page already exists, use View page or Edit page. Share that URL with customers.
  3. If no page exists, click Create portal page, or copy the shortcode from that screen and paste it onto any page you prefer.

Shortcode

Add this shortcode to any WordPress page:

[doublescale_client_portal]

Optional attributes:

  • title — Heading shown on the login screen (defaults to your site brand).
  • box_id — Limit the Support section to tickets for a specific mailbox (useful when you run separate portals per brand or inbox).

Give customers access

The portal is login-only. For a customer to see their data:

  1. They need a WordPress user account on your site.
  2. Their WordPress email must match the email on their DoubleScale contact record (matching is case-insensitive).
  3. If Anyone can register is enabled under Settings → General, logged-out visitors see a Create an account link on the portal login form.

Logged-out visitors always see a login form. CRM staff whose email is not also on a contact record see a notice and a link back to the admin—staff who share an email with a contact can use the portal as that customer.

What customers see

Available sections depend on which DoubleScale modules you have enabled. Navigation tabs and dashboard cards appear only for active modules.

Dashboard

The home view shows summary cards (open tickets, upcoming bookings, outstanding balance, active projects, and similar) plus a recent activity timeline drawn from support replies, bookings, documents, and projects.

Calendar

An aggregated calendar of upcoming bookings, invoice due dates, proposal expiries, and support-related dates. The first day of the week follows your setting under DoubleScale → Settings → Business.

Support

When the Support module is active, customers can view and reply to their tickets, create new tickets, and upload attachments (within your Support attachment limits). Badge counts reflect open and pending tickets.

Bookings

When the Booking module is active, customers see upcoming and past bookings, open a booking for details, and follow links from notification emails into the portal booking view.

Documents

When Sales document modules are active, customers browse invoices, proposals, contracts, credit notes, and payment history. They can open documents inside the portal and follow actions such as pay, accept, or sign where your plan and module settings allow.

  • Invoices & proposals — Always listed when the Documents module is on. Online card payment in the portal requires DoubleScale Pro with Stripe configured under Sales → Settings → Payments.
  • Contracts — Shown when the Contracts module is enabled; signing requires Pro.
  • Credit notes — Shown when the Credit Notes module is enabled; full portal viewing requires Pro.
  • Outstanding balance — Appears on the dashboard when the contact has unpaid or partially paid invoices.

Projects (Pro)

When the Projects module is active, customers see projects assigned to their contact, including status and due dates. The view is read-only.

Subscriptions (add-on)

When the DoubleScale Subscriptions add-on is installed and active, customers can view recurring plans, see the next billing date, and cancel at period end when the server allows it. Plan changes and pauses remain admin-only.

Email deep links

Notification emails can link customers directly into a portal section (for example, a specific booking or ticket). Links use a doublescale_portal_path query parameter on the portal page URL so the destination survives the WordPress login redirect. After sign-in, the portal opens on the correct tab or detail view.

Public document links vs. the portal

Sales emails also include secure, tokenized public URLs for individual invoices, proposals, and contracts. Customers can pay, accept, or sign from those pages without logging in. The portal aggregates the same records when they are signed in—useful for customers who prefer one dashboard instead of juggling email links.

Tips

  • Add the portal link to your site menu or post-login redirect so customers can find it easily.
  • Keep contact emails in sync with WordPress user emails—if they diverge, the portal loads but shows empty sections.
  • If you trash the auto-created portal page, recreate it from Settings → Client Portal rather than expecting it to reappear automatically.
  • The portal hides your theme header and footer on the portal page so the app uses the full width; your WordPress admin bar remains available for logged-in users.