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Client portal

A client portal your clients will actually use

One branded place on your WordPress site where each client pays invoices, signs contracts, follows projects, books meetings and opens tickets. You decide exactly what they see, and your team stops sending status emails.

Get started Watch the 15-minute tour
  • Free in DoubleScale
  • Pro adds projects, contracts and files
  • Your logo, your domain
yoursite.com/client-portal
The DoubleScale client portal dashboard: an invoice to pay, a contract to sign, a proposal to review, the outstanding balance and recent activity
What your clients get

Everything about their account, in one place

Each area appears only when you use the module behind it, and only if you let clients see it.

Free

Invoices and payments

Pay online by card or the gateway you choose, see every payment, and download receipts.

Free

Proposals

Read, accept or decline proposals, with the date they answered kept for your team.

Pro

Contracts

Read and sign contracts online, and see when each one ends.

Pro

Projects

Follow progress, tasks, budget and due dates, with a thread on every task.

Free

Bookings

Reschedule or cancel meetings, and find the join link or the address.

Free

Support tickets

Open tickets, reply, and follow each one to the end.

Pro

Files

Upload files to you, and download the ones you share.

Add-on

Time worked

The hours spent on each project, by month and by project.

Free

Notifications

A bell for every update, and each client chooses what also comes by email.

Watch the tour

See the whole portal in 15 minutes

From turning it on and choosing what clients see, to a client paying an invoice, signing a contract and following a project.

  • Set up the portal page and the login page
  • Create client accounts automatically
  • Walk through everything the client sees
Your brand

It looks like your business, not like a plugin

The portal lives on your own WordPress site, under your domain, with your name on the door.

  • Full-screen page: the portal fills the window like an app, or sits inside your theme if you prefer.
  • Login page: your logo at the size you choose and your business name.
  • Welcome message: the line clients read under “Welcome back”.
  • Any page: a shortcode puts the portal on any page, page builder or theme template.
Projects Pro

Clients follow their projects without asking for updates

Each project opens as its own page in the portal, with what was invoiced and paid, the hours worked and the tasks still open.

  • Tasks on a board, a list or a calendar, with who each one is assigned to.
  • A thread on every task for questions and answers with the client.
  • You control sharing: only comments and files you mark “Visible to client” reach the portal, and you see which ones the client opened.
  • Invoices and proposals linked to the project, with the Pay button where it applies.
Explore projects
Client portal › Projects › Bauer Design website
A project in the client portal with its overview, total invoiced, total paid, time worked and attachments
Documents and payments

Get paid and signed faster

Home lists what is waiting for the client: invoices to pay, overdue first, contracts to sign and proposals to answer, each one a click away.

  • Pay online with Stripe, PayPal or the gateway on the invoice.
  • Account statements for any period, per currency, as a PDF or CSV.
  • Download all documents of a kind as one zip.
  • Read receipts: your team sees when the client opened an invoice, proposal, contract or credit note.
Client portal › Documents
Documents in the client portal: contracts, proposals, invoices and credit notes with their status and a View button
My Profile

Clients keep their own details up to date

Name, phone, WhatsApp number and address, with clear guidance on what each field takes. Every change shows on the contact’s timeline.

  • Your rules: turn editing off for everyone, or for one client.
  • Custom fields Pro per field, choose: hidden, visible, or editable by the client.
  • A first-visit welcome asks new clients for a missing name or phone.
My Profile in the client portal: email, name, phone, WhatsApp number and address fields, and a custom field under More about you
You stay in control

Decide what each client sees

Switch each area on or off for every client, then give one client their own access from their contact record.

  • Accounts on autopilot: create a portal login for every new contact, or only for contacts on chosen lists.
  • One click gives an existing contact portal access.
  • Staff stay staff: a team member who opens the portal gets a link to the admin, never a client’s data.
  • Not using it? Turn the whole portal off in Control Modules.
Settings › Client Portal: what clients see in the portal, with a switch for each area
Time worked Add-on

Show clients the hours behind the work

With the Time Tracking add-on, clients see the time spent on their projects: totals, a monthly chart and the split by project. Notes appear only when you choose to share them, and rates never do.

  • Timers and time sheets for your team on projects, tasks and deals
  • Tracked time turned into invoice lines
  • Included with the Plus and Enterprise plans
See the plans
Client portal › Time worked
Time worked in the client portal: total time, average hours per month and the list of time entries by project
Set up in minutes

Live before your next client call

  1. 1

    Turn it on

    DoubleScale creates the portal page for you. Add your logo and pick full screen or your theme.

  2. 2

    Choose what clients see

    Switch areas on or off for everyone, and fine-tune it for a single client when you need to.

  3. 3

    Invite your clients

    Accounts are created as contacts come in, and each client can get an email to set their password.

Free and Pro

Start free, add more when you need it

DoubleScaleFree
  • Branded, full-screen portal and login page
  • Invoices, proposals, payments and statements
  • Bookings and support tickets
  • My Profile, the notification bell and search
  • Automatic client accounts
Get the free plugin
DoubleScale ProPro
  • Everything in free, plus:
  • Projects with tasks, threads and shared files
  • Contracts to sign online, and credit notes
  • Client file uploads and custom fields on My Profile
  • Time worked with the Time Tracking add-on (Plus and Enterprise)
See the plans
Works with
Proposals and invoices Send them, and get them paid in the portal. Projects Deliver the work your clients follow. Booking Meetings clients can manage themselves. Support tickets Answer clients where they already are.
FAQ

Client portal questions

How the DoubleScale client portal works.

Is the client portal free?

Yes. The portal is part of the free DoubleScale plugin, with invoices, proposals, payments, statements, bookings, support tickets and My Profile. DoubleScale Pro adds projects, contracts, credit notes, client file uploads and custom fields.

Do my clients need a WordPress account?

They sign in with an account DoubleScale creates for them, using their email. It can be created automatically when a contact is added, or with one click from the contact. Clients get an email to set their password.

Can I hide some areas from a client?

Yes. Settings › Client Portal switches each area on or off for every client, and each contact can have their own access that overrides those defaults.

Will the portal match my brand?

It runs on your own site and domain, shows your logo and business name on the login page, and opens as a full-screen page or inside your theme, as you prefer.

Can clients pay invoices in the portal?

Yes. Invoices show a Pay button when an online gateway such as Stripe or PayPal can take them, and the invoice page offers every payment method you enabled for it.

Get started today

Run your whole business from WordPress

Start with the free plugin and add Pro modules when you need them. Unlimited contacts on every plan, and your data stays on your own server.

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  • Free forever plan
  • Unlimited contacts
  • 14-day money-back guarantee
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