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Client Portal

Fernhill Studio · Client services · Portland, OR

Imelda Voss runs a design studio and gives each client a private home page with their projects, files, requests and invoices.

Any businessCustomer serviceClient portals6 tables · 16 views · 1 form · 2 row actions · 1 agent
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Clients
ClientContact emailRelationshipMain contactAbout the client
Harlow & Finch Interiorsaccounts@harlowfinch.netActiveBeatrix HarlowInterior design studio rebuilding its website and quote flow
Pelham Street Bakeryorders@pelhambakery.netActiveOttoline PelhamFamily bakery launching online ordering
Ridgeview Physiotherapyadmin@ridgeviewphysio.netOnboardingAnselm KrugerPhysiotherapy clinic adding online booking

Tables

Clients

3 sample rows · 7 columns

Clients who get a private home page with their projects and invoices.

ClientContact emailRelationshipMain contactAbout the client
Harlow & Finch Interiorsaccounts@harlowfinch.netActiveBeatrix HarlowInterior design studio rebuilding its website and quote flow
Pelham Street Bakeryorders@pelhambakery.netActiveOttoline PelhamFamily bakery launching online ordering
Ridgeview Physiotherapyadmin@ridgeviewphysio.netOnboardingAnselm KrugerPhysiotherapy clinic adding online booking

Projects

4 sample rows · 9 columns

Each client's projects and how far along they are.

ProjectClientStatusStartEndManager
Product photography refreshHarlow & Finch InteriorsCompleteJul 20, 2026Sep 3, 2026Thandiwe Mokoena
Showroom website rebuildHarlow & Finch InteriorsIn progressSep 13, 2026Nov 17, 2026Callum Reyes-Oduya
Seasonal menu print setPelham Street BakeryIn reviewSep 28, 2026Oct 25, 2026Thandiwe Mokoena
Clinic brand and signageRidgeview PhysiotherapyPlannedOct 23, 2026Dec 17, 2026Callum Reyes-Oduya

Deliverables

11 sample rows · 7 columns

What is being delivered, whether the client approved it and any feedback.

DeliverableProjectStateDueClient feedbackCreatedApprove
Photo shot listProduct photography refreshApprovedAug 9, 2026———
Final image setProduct photography refreshApprovedAug 29, 2026Delighted with the edit.——
Site map and wireframesShowroom website rebuildApprovedSep 23, 2026Approved with one change to the footer.——
Home page designShowroom website rebuildApprovedOct 8, 2026———
Menu layout, spring setSeasonal menu print setIn reviewOct 9, 2026Asked for larger prices.——
Table cardsSeasonal menu print setApprovedOct 12, 2026———
Launch checklistShowroom website rebuildNot startedOct 14, 2026———
Product pages buildShowroom website rebuildIn reviewOct 18, 2026Waiting on the client to review the filters.——
Logo directionsClinic brand and signageNot startedOct 20, 2026———
Window posterSeasonal menu print setNot startedOct 21, 2026———
Signage sketchesClinic brand and signageNot startedOct 23, 2026———

Invoices

6 sample rows · 9 columns

What each client has been billed and whether it is paid.

InvoiceClientAmountIssuedDueStatusCreated
INV-1041Harlow & Finch Interiors$6,400Jul 30, 2026Aug 29, 2026Paid—
INV-1055Pelham Street Bakery$1,850Oct 2, 2026Oct 9, 2026Sent—
INV-1048Pelham Street Bakery$1,850Oct 7, 2026Oct 14, 2026Overdue—
INV-1052Harlow & Finch Interiors$5,400Oct 11, 2026Oct 18, 2026Sent—
INV-1057Ridgeview Physiotherapy$2,200Oct 14, 2026Oct 21, 2026Sent—
INV-1058Ridgeview Physiotherapy$3,300Oct 21, 2026Nov 20, 2026Draft—

Requests

4 sample rows · 7 columns

Requests clients send through the form on their home page.

RequestClientTypePriorityStatusSubmitted
Can we add gift cards?Pelham Street BakeryQuestionLowNewOct 17, 2026
Swap hero photo on the home pageHarlow & Finch InteriorsChangeNormalIn progressOct 15, 2026
Second location signage quoteRidgeview PhysiotherapyNew workHighIn progressOct 12, 2026
Opening hours wrong in footerHarlow & Finch InteriorsBugHighAnsweredOct 9, 2026

Also included

  • ApproveRow action
  • Mark paidRow action

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