Client Portals
Provide your clients with a seamless, professional interface to manage projects, tasks, and payments.
Client Management
You can add clients with their name, email, company details, internal notes, paying category, associated websites, address, and tax ID. Clients use these details for billing and portal access.
Client Portal Overview
The Client Portal (located at /client) is the dedicated workspace for your clients. From here, they can view their active projects, assigned tasks, open invoices, and task requests.
- Project Visibility: Only projects explicitly shared with clients will appear in the portal.
- Invoices: Clients can view invoices assigned to them and easily pay via Stripe-hosted payment links.
Authentication & Settings
Clients access the portal effortlessly and securely:
- Magic-Link Auth: Clients can log in using email-based magic links.
- Passwords: After their first magic-link login, clients can set a permanent password in their profile settings.
Task Requests Workflow
Clients can submit new work requests directly through the portal, keeping all communications in one place. A task request includes a title, description, suggested budget, priority, and attached files.
The standard workflow is:
pending(Client submits request)- Freelancer reviews and updates the request
awaiting_client(Sent back to client with an official quote/budget)approved/declined/cancelled(Final outcome)
Real-Time Notifications
TaskCart uses Server-Sent Events (SSE) to deliver real-time notifications to the client portal. Clients receive instant alerts for new task updates, pending invoices, or approved task requests. Important alerts are also dispatched via email.