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Getting started with the client portal
Getting started with the client portal

Learn everything you need to know about the client portal including quotes, invoices, contracts and questionnaires.

Jan Santos avatar
Written by Jan Santos
Updated over 2 months ago

The client portal is a client-only website that is created for each job that your client can access.

Your client will be able to accept quotes, sign contracts, fill in questionnaires and pay invoices within the client portal.

The client portal has four (5) tabs by default, Home, Quote, Contract, Questionnaire, and Invoice. The fifth tab called Galleries is added if you integrate with Pic-Time or ShootProof.

Home

The Home tab provides a clean and easy overview of all the important details for the Lead or Job. When clients click the "Client Portal Link" in their email, they’ll be redirected on this page, where they can quickly see information like:

Quotes: Clients can view their current quotes, including the status (e.g., pending, accepted) and total amounts.

Contracts: Clients will see any contracts that need to be signed, along with those that are already signed.

Questionnaires: Clients can complete any questionnaires assigned to them.

Invoices: All invoices are displayed, showing the status (e.g., paid, unpaid) and amounts due.

Files: Clients can upload and view files related to the job.

Gallery: If a gallery is linked, clients can view their images here by accessing the gallery via platforms like Pic-Time or ShootProof.

On the left side, clients will also see the Lead or Job details, such as the job name, shoot date, and location. Additionally, there’s an option to display Extra Shoot and Appointment details, keeping all the key information in one place.

At the bottom, there is a Galleries section where clients can view their photos. If a gallery is linked, clients can click through to see their images in Pic-Time or ShootProof.

Quotes

This is where your clients can view and accept (or decline) quotes. Before accepting a quote, your client has the freedom to navigate around the client portal and review any other items that form part of the quote e.g. a contract or questionnaire.

When your client accepts your quote, a quote wizard will guide them through the remaining steps of the quote, directing them to the contracts page, then to the questionnaires page and finally to the invoices page.

Contracts

Welcome to contracts, the Ninja way of handling cumbersome contracts! When you send contracts to your clients, they will receive an email with a link to this page. From here they can review your contract and sign it electronically. Say goodbye to the hassles of emailing a PDF contract and waiting weeks for your client to print, manually sign, scan and email it back. Now they can do it in a matter of minutes, all online, and you’ll get notified as soon as it’s done.

Questionnaires

Questionnaires are a great way of gathering insightful information about your clients. You can send a questionnaire to your client as part of a quote or on its own.

You might want to send a client a questionnaire to get information you need about their wedding e.g. their best contact details, the addresses of where they will be getting ready as well as the addresses of the ceremony and reception. Of course, this is just one example. You can ask as many questions as you like!

Invoices

All the invoices that you send your client pertaining to their job will be stored here. Your client can easily access their client portal at any time to view invoices, see when they are due and of course, pay them via the different payment methods that you have previously saved.

Payment methods that you have set up within Studio Ninja’s Settings will appear here. Click here to learn more about payment methods.

If you have activated Stripe and/or PayPal, your clients will be able to pay online directly through the client portal with their credit card.

Once they have paid by credit card, Studio Ninja will automatically mark the payment as paid. Your client can also print the invoice to keep for their own records.

Galleries

Once you're integrated with Pic-Time or ShootProof and have added a linked gallery to your job, your clients will be able to view their gallery on the Client Portal. The 'View gallery' button will redirect your clients to their linked Pic-Time or ShootProof gallery.

For more information about gallery integration:

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