Client Portal

Portal control room

Turn website bookings into confirmed visits, publish client-facing progress, and handle reschedule requests from one admin surface.

View client side

Booking call

Needs call

Appointment

Confirmed

Portal progress

62%

Open client requests

Website booking handoff

John Walker

Motorized Curtains - Jumeirah Villa, Dubai - Call first, then WhatsApp confirmation

Requested visit

8 May 2026, 10:00 AM

Contact

+971 50 123 4567 - john.walker@example.com

Source

Website free measurement form

Submitted

4 May, 09:15

Client requests

Appointment change queue

Clear

No client timing requests yet. When the client asks to change an appointment from the portal, it appears here for approval.

Publish timing

Appointment confirmation

Confirmed

Confirmed date

Confirmed window

Portal status

Confirmed by

Client-facing note

Publish progress

What the client sees next

Project phase

Next step

Client progress62%

Portal preview

Your project is now in Production. Production team preparing custom tracks and motor testing.

Notify client

Send a portal notification

Activity

Portal notification log

1 client - 1 admin

Client visible

Installation timing confirmed

Your installation is reserved for 18 May 2026, 10:00 AM to 1:00 PM.

4 May, 09:40

Admin inbox

Website booking received

John Walker requested a free measurement for Motorized Curtains.

4 May, 09:15